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IHT Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

IHT Wealth Management’s Portfolio TFI Stock Details TFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Sell
22,029
-719,771
-97% -$32.8M 0.02% 592
2026
Q1 		$56.1M Sell
741,800
-263
-0% -$12.1K 1.3% 12
2025
Q4 		$58.7M Buy
742,063
+716,356
+2,787% +$32.8M 1.43% 10
2025
Q3 		$1.17M Buy
25,707
+11,242
+78% +$504K 0.03% 490
2025
Q2 		$646K Buy
14,465
+2,507
+21% +$111K 0.02% 628
2025
Q1 		$539K Sell
11,958
-592
-5% -$27K 0.02% 650
2024
Q4 		$573K Sell
12,550
-8,945
-42% -$413K 0.02% 637
2024
Q3 		$1.01M Buy
21,495
+2,945
+16% +$137K 0.03% 500
2024
Q2 		$849K Sell
18,550
-7,461
-29% -$342K 0.03% 476
2024
Q1 		$1.21M Buy
26,011
+1,215
+5% +$56.7K 0.05% 368
2023
Q4 		$1.17M Sell
24,796
-98,493
-80% -$4.42M 0.05% 345
2023
Q3 		$5.39M Buy
123,289
+3,529
+3% +$160K 0.27% 80
2023
Q2 		$5.53M Sell
119,760
-425
-0.4% -$19.7K 0.29% 73
2023
Q1 		$5.63M Buy
120,185
+98,745
+461% +$4.58M 0.32% 63
2022
Q4 		$978K Buy
21,440
+13,477
+169% +$605K 0.06% 303
2022
Q3 		$350K Buy
7,963
+2,877
+57% +$132K 0.03% 565
2022
Q2 		$233K Sell
5,086
-5,837
-53% -$270K 0.02% 616
2022
Q1 		$523K Sell
10,923
-7,521
-41% -$375K 0.04% 400
2021
Q4 		$954K Buy
18,444
+201
+1% +$10.4K 0.07% 270
2021
Q3 		$941K Buy
18,243
+370
+2% +$19.3K 0.08% 260
2021
Q2 		$931K Buy
17,873
+1,095
+7% +$57K 0.06% 336
2021
Q1 		$867K Buy
16,778
+2,767
+20% +$144K 0.06% 301
2020
Q4 		$735K Buy
14,011
+1,448
+12% +$75.4K 0.06% 304
2020
Q3 		$652K Buy
12,563
+2,689
+27% +$140K 0.07% 280
2020
Q2 		$510K Sell
9,874
-1,672
-14% -$85.2K 0.07% 283
2020
Q1 		$577K Sell
11,546
-741
-6% -$37.6K 0.08% 261
2019
Q4 		$621K Buy
+12,287
New +$622K 0.07% 288
2018
Q2 		– Sell
-2,599
Closed -$125K – 1261
2018
Q1 		$125K Buy
2,599
+2,299
+766% +$111K 0.03% 434
2017
Q4 		$15K Hold
300
– – ﹤0.01% 1074
2017
Q3 		$15K Hold
300
– – 0.01% 854
2017
Q2 		$1K Hold
300
– – ﹤0.01% 1362
2017
Q1 		$14K Hold
300
– – 0.01% 747
2016
Q4 		$14K Buy
+300
New +$14.5K 0.01% 736

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

IHT Wealth Management's TFI Position: Q2 2026 in Review

IHT Wealth Management reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 97% in Q2 2026, selling an estimated $32.8M and leaving 22,029 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #592.

IHT Wealth Management first reported a position in TFI in Q4 2016 and has held it in 33 quarters since. The position peaked at $58.7M in Q4 2025. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • IHT Wealth Management held 22,029 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.01M as of Q2 2026.
  • IHT Wealth Management sold 719,771 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $32.8M.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #592 holding.
  • IHT Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and has held it in 33 quarters since.
  • IHT Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $58.7M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.