Independent Advisor Alliance’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Independent Advisor Alliance’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	–	Sell	-25,652	Closed	-$1.16M	–	1575
2026 Q1	$1.16M	Buy	+25,652	New	+$1.18M	0.01%	752
2025 Q3	–	Sell	-5,956	Closed	-$266K	–	977
2025 Q2	$266K	Sell	5,956 -84	-1%	-$3.73K	0.01%	753
2025 Q1	$272K	Sell	6,040 -23,906	-80%	-$1.09M	0.01%	679
2024 Q4	$1.37M	Buy	+29,946	New	+$1.38M	0.02%	630
2020 Q1	–	Sell	-27,410	Closed	-$1.39M	–	810
2019 Q4	$1.39M	Buy	+27,410	New	+$1.39M	0.06%	302

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Independent Advisor Alliance's TFI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026, closing a stake of 25,652 shares — an estimated $1.16M sold.

Independent Advisor Alliance first reported a position in TFI in Q4 2019 and held it in 5 quarters. The position peaked at $1.39M in Q4 2019. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 25,652 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $1.16M.
Independent Advisor Alliance first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 5 quarters.
Independent Advisor Alliance's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.39M in Q4 2019.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.