Legacy Wealth Management (Idaho)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Legacy Wealth Management (Idaho)’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	$935K	Buy	+20,417	New	+$930K	0.39%	75
2025 Q2	–	Sell	-981	Closed	-$44.2K	–	862
2025 Q1	$44.2K	Buy	+981	New	+$44.7K	0.03%	152

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 22.9% 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

Legacy Wealth Management (Idaho)'s TFI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 20,417 shares worth $935K. The stake represents 0.39% of the portfolio and ranks #75 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in TFI as recently as Q1 2025.

Legacy Wealth Management (Idaho) first reported a position in TFI in Q1 2025 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Legacy Wealth Management (Idaho) held 20,417 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $935K as of Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Legacy Wealth Management (Idaho) position in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.39% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #75 holding.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2025 and has held it in 2 quarters since.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.