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JFS Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

JFS Wealth Advisors’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 		$7.03M Sell
153,591
-750
-0.5% -$34.1K 0.35% 54
2026
Q1 		$7M Sell
154,341
-1,003
-0.6% -$46K 0.39% 49
2025
Q4 		$7.1M Sell
155,344
-84,228
-35% -$3.85M 0.4% 48
2025
Q3 		$10.9M Sell
239,572
-11,848
-5% -$531K 0.64% 32
2025
Q2 		$11.2M Sell
251,420
-64,890
-21% -$2.88M 0.71% 32
2025
Q1 		$14.3M Sell
316,310
-7,420
-2% -$338K 0.97% 23
2024
Q4 		$14.8M Sell
323,730
-2,687
-0.8% -$124K 1.01% 23
2024
Q3 		$15.3M Sell
326,417
-1,579
-0.5% -$73.2K 1.02% 22
2024
Q2 		$15M Sell
327,996
-860
-0.3% -$39.4K 1.18% 21
2024
Q1 		$15.3M Buy
328,856
+9,958
+3% +$465K 1.21% 20
2023
Q4 		$15M Sell
318,898
-52,551
-14% -$2.36M 1.27% 20
2023
Q3 		$16.2M Sell
371,449
-13,468
-3% -$612K 1.53% 16
2023
Q2 		$17.8M Buy
384,917
+5,005
+1% +$232K 1.6% 13
2023
Q1 		$17.8M Buy
379,912
+1,554
+0.4% +$72K 1.68% 13
2022
Q4 		$17.3M Buy
378,358
+216,814
+134% +$9.74M 1.69% 13
2022
Q3 		$7.11M Sell
161,544
-32,574
-17% -$1.5M 0.78% 25
2022
Q2 		$8.9M Buy
194,118
+122,312
+170% +$5.65M 0.94% 23
2022
Q1 		$3.44M Buy
71,806
+39,128
+120% +$1.95M 0.32% 59
2021
Q4 		$1.69M Sell
32,678
-15,197
-32% -$784K 0.16% 94
2021
Q3 		$2.47M Sell
47,875
-1,214
-2% -$63.3K 0.25% 74
2021
Q2 		$2.56M Buy
49,089
+3,329
+7% +$173K 0.38% 45
2021
Q1 		$2.36M Sell
45,760
-5,182
-10% -$270K 0.48% 46
2020
Q4 		$2.67M Sell
50,942
-3,898
-7% -$203K 0.56% 43
2020
Q3 		$2.85M Sell
54,840
-209
-0.4% -$10.9K 0.68% 37
2020
Q2 		$2.84M Buy
55,049
+2,980
+6% +$152K 0.74% 33
2020
Q1 		$2.6M Sell
52,069
-19,723
-27% -$1M 0.78% 31
2019
Q4 		$3.63M Sell
71,792
-61,255
-46% -$3.1M 0.89% 25
2019
Q3 		$6.74M Sell
133,047
-1,459
-1% -$74K 1.72% 13
2019
Q2 		$6.74M Buy
134,506
+74
+0.1% +$3.67K 1.71% 12
2019
Q1 		$6.63M Sell
134,432
-84,318
-39% -$4.09M 1.73% 12
2018
Q4 		$10.5M Buy
+218,750
New +$10.4M 2.82% 8

Other funds holding TFI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

JFS Wealth Advisors's TFI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.49% in Q2 2026, selling an estimated $34.1K and leaving 153,591 shares worth $7.03M. The position accounts for 0.35% of the portfolio, ranked #54.

JFS Wealth Advisors first reported a position in TFI in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.8M in Q1 2023. 137 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • JFS Wealth Advisors held 153,591 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $7.03M as of Q2 2026.
  • JFS Wealth Advisors sold 750 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $34.1K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.35% of JFS Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • JFS Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • JFS Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $17.8M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.