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

Kingswood 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	$571K	Sell	12,464 -173	-1%	-$7.88K	0.02%	575
2026 Q1	$573K	Sell	12,637 -166	-1%	-$7.62K	0.03%	512
2025 Q4	$585K	Buy	+12,803	New	+$585K	0.03%	483

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

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

Kingswood Wealth Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.4% in Q2 2026, selling an estimated $7.88K and leaving 12,464 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #575.

Kingswood Wealth Advisors first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $585K in Q4 2025. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Kingswood Wealth Advisors held 12,464 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $571K as of Q2 2026.
Kingswood Wealth Advisors sold 173 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $7.88K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #575 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
Kingswood Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $585K in Q4 2025.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.