Insigneo Advisory Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Insigneo Advisory Services’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	$478K	Hold	10,444	–	–	0.02%	495
2026 Q1	$474K	Sell	10,444 -1,665	-14%	-$76.4K	0.03%	392
2025 Q4	$554K	Buy	+12,109	New	+$554K	0.04%	343
2024 Q4	–	Sell	-13,367	Closed	-$626K	–	686
2024 Q3	$626K	Sell	13,367 -5,367	-29%	-$249K	0.06%	268
2024 Q2	$874K	Buy	+18,734	New	+$858K	0.1%	192

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

Insigneo Advisory Services's TFI Position: Q2 2026 in Review

Insigneo Advisory Services held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 10,444 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #495.

Insigneo Advisory Services first reported a position in TFI in Q2 2024 and has held it in 5 quarters since. The position peaked at $874K in Q2 2024. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Insigneo Advisory Services held 10,444 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $478K as of Q2 2026.
Insigneo Advisory Services left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #495 holding.
Insigneo Advisory Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2024 and has held it in 5 quarters since.
Insigneo Advisory Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $874K in Q2 2024.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.