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Laurel Wealth Advisors (North Carolina)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-1,000
Closed -$45.7K – 594
2025
Q4 		$45.7K Buy
+1,000
New +$45.7K 0.01% 332
2025
Q2 		– Sell
-1,000
Closed -$45.1K – 613
2025
Q1 		$45.1K Hold
1,000
– – 0.01% 323
2024
Q4 		$45.6K Hold
1,000
– – 0.01% 322
2024
Q3 		$46.8K Hold
1,000
– – 0.01% 320
2024
Q2 		$45.8K Sell
1,000
-1,000
-50% -$45.8K 0.01% 302
2024
Q1 		$93K Hold
2,000
– – 0.02% 243
2023
Q4 		$94K Sell
2,000
-2,600
-57% -$117K 0.02% 233
2023
Q3 		$201K Sell
4,600
-2,600
-36% -$118K 0.04% 168
2023
Q2 		$332K Hold
7,200
– – 0.07% 135
2023
Q1 		$337K Buy
7,200
+200
+3% +$9.27K 0.07% 134
2022
Q4 		$319K Buy
7,000
+1,305
+23% +$58.6K 0.07% 131
2022
Q3 		$251K Sell
5,695
-2,225
-28% -$102K 0.06% 138
2022
Q2 		$363K Sell
7,920
-21,330
-73% -$985K 0.09% 131
2022
Q1 		$1.4M Hold
29,250
– – 0.29% 76
2021
Q4 		$1.51M Buy
29,250
+13,100
+81% +$676K 0.31% 78
2021
Q3 		$833K Buy
16,150
+15,400
+2,053% +$803K 0.18% 99
2021
Q2 		$39K Hold
750
– – 0.01% 301
2021
Q1 		$39K Hold
750
– – 0.01% 290
2020
Q4 		$39K Hold
750
– – 0.01% 279
2020
Q3 		$39K Hold
750
– – 0.01% 261
2020
Q2 		$39K Hold
750
– – 0.01% 252
2020
Q1 		$38K Hold
750
– – 0.01% 242
2019
Q4 		$38K Hold
750
– – 0.01% 269
2019
Q3 		$38K Hold
750
– – 0.01% 262
2019
Q2 		$38K Hold
750
– – 0.01% 263
2019
Q1 		$37K Hold
750
– – 0.01% 263
2018
Q4 		$36K Buy
+750
New +$35.5K 0.01% 246

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TFI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 1,000 shares — an estimated $45.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TFI in Q4 2018 and held it in 27 quarters. The position peaked at $1.51M in Q4 2021. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $45.7K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.51M in Q4 2021.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.