IWN
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Independent Wealth Network’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Independent Wealth Network’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 		$651K Buy
14,222
+7
+0% +$319 0.17% 158
2026
Q1 		$645K Sell
14,215
-16
-0.1% -$734 0.19% 132
2025
Q4 		$651K Buy
14,231
+688
+5% +$31.5K 0.2% 125
2025
Q3 		$617K Buy
13,543
+7
+0.1% +$314 0.2% 121
2025
Q2 		$605K Buy
13,536
+7
+0.1% +$311 0.22% 116
2025
Q1 		$610K Sell
13,529
-116
-0.9% -$5.29K 0.24% 107
2024
Q4 		$622K Sell
13,645
-9,179
-40% -$423K 0.25% 93
2024
Q3 		$1.07M Sell
22,824
-501
-2% -$23.2K 0.47% 50
2024
Q2 		$1.07M Buy
23,325
+138
+0.6% +$6.32K 0.5% 49
2024
Q1 		$1.08M Buy
23,187
+104
+0.5% +$4.86K 0.51% 49
2023
Q4 		$1.08M Buy
23,083
+204
+0.9% +$9.15K 0.57% 41
2023
Q3 		$1,000K Buy
22,879
+134
+0.6% +$6.09K 0.61% 41
2023
Q2 		$1.05M Buy
22,745
+712
+3% +$33K 0.63% 37
2023
Q1 		$1.03M Buy
22,033
+694
+3% +$32.2K 0.66% 35
2022
Q4 		$973K Buy
21,339
+790
+4% +$35.5K 0.67% 31
2022
Q3 		$904K Buy
20,549
+218
+1% +$10K 0.71% 32
2022
Q2 		$932K Buy
20,331
+575
+3% +$26.6K 0.67% 35
2022
Q1 		$946K Buy
19,756
+454
+2% +$22.6K 0.6% 41
2021
Q4 		$998K Buy
19,302
+217
+1% +$11.2K 0.61% 40
2021
Q3 		$980K Buy
+19,085
New +$995K 0.64% 37

Other funds holding TFI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Wealth Network's TFI Position: Q2 2026 in Review

Independent Wealth Network increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.05% in Q2 2026, buying an estimated $319 and bringing the position to 14,222 shares worth $651K. The position accounts for 0.17% of the portfolio, ranked #158.

Independent Wealth Network first reported a position in TFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2023. 75 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Independent Wealth Network held 14,222 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $651K as of Q2 2026.
  • Independent Wealth Network bought 7 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $319.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.17% of Independent Wealth Network's portfolio in Q2 2026, its #158 holding.
  • Independent Wealth Network first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.08M in Q4 2023.
  • 75 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.