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Juncture Wealth Strategies’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Juncture Wealth Strategies’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 		$380K Buy
8,303
+772
+10% +$35.1K 0.1% 128
2026
Q1 		$341K Sell
7,531
-359
-5% -$16.5K 0.11% 100
2025
Q4 		$361K Sell
7,890
-2,040
-21% -$93.3K 0.12% 87
2025
Q3 		$453K Sell
9,930
-3,284
-25% -$147K 0.15% 80
2025
Q2 		$590K Sell
13,214
-3,835
-22% -$170K 0.21% 59
2025
Q1 		$768K Buy
17,049
+678
+4% +$30.9K 0.3% 57
2024
Q4 		$747K Sell
16,371
-2,745
-14% -$127K 0.28% 57
2024
Q3 		$895K Sell
19,116
-1,434
-7% -$66.5K 0.35% 44
2024
Q2 		$940K Sell
20,550
-1,663
-7% -$76.1K 0.39% 43
2024
Q1 		$1.03M Buy
22,213
+1,254
+6% +$58.6K 0.44% 41
2023
Q4 		$985K Buy
20,959
+2,692
+15% +$121K 0.45% 43
2023
Q3 		$798K Buy
18,267
+1,396
+8% +$63.4K 0.39% 55
2023
Q2 		$779K Buy
16,871
+8,538
+102% +$395K 0.36% 52
2023
Q1 		$390K Sell
8,333
-94
-1% -$4.36K 0.19% 89
2022
Q4 		$384K Buy
+8,427
New +$378K 0.18% 82
2022
Q3 		– Sell
-4,492
Closed -$206K – 118
2022
Q2 		$206K Sell
4,492
-8,371
-65% -$387K 0.1% 103
2022
Q1 		$616K Buy
12,863
+1,244
+11% +$62K 0.29% 68
2021
Q4 		$601K Buy
11,619
+1,569
+16% +$80.9K 0.29% 69
2021
Q3 		$518K Buy
10,050
+311
+3% +$16.2K 0.27% 68
2021
Q2 		$508K Buy
9,739
+1,787
+22% +$93K 0.29% 72
2021
Q1 		$411K Buy
7,952
+361
+5% +$18.8K 0.26% 78
2020
Q4 		$398K Buy
7,591
+898
+13% +$46.8K 0.25% 78
2020
Q3 		$348K Buy
6,693
+2,350
+54% +$123K 0.24% 87
2020
Q2 		$224K Buy
+4,343
New +$221K 0.17% 95
2019
Q1 		– Sell
-4,396
Closed -$212K – 132
2018
Q4 		$212K Sell
4,396
-1,291
-23% -$61.1K 0.14% 99
2018
Q3 		$270K Buy
5,687
+608
+12% +$29.1K 0.14% 96
2018
Q2 		$244K Buy
5,079
+116
+2% +$5.55K 0.13% 100
2018
Q1 		$238K Buy
+4,963
New +$239K 0.13% 88

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Juncture Wealth Strategies's TFI Position: Q2 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 10% in Q2 2026, buying an estimated $35.1K and bringing the position to 8,303 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #128.

Juncture Wealth Strategies first reported a position in TFI in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.03M in Q1 2024. 112 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Juncture Wealth Strategies held 8,303 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $380K as of Q2 2026.
  • Juncture Wealth Strategies bought 772 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $35.1K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.1% of Juncture Wealth Strategies's portfolio in Q2 2026, its #128 holding.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and has held it in 28 quarters since.
  • Juncture Wealth Strategies's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.03M in Q1 2024.
  • 112 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.