Logan Stone Capital’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Logan Stone Capital’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	$3.67M	Buy	+80,122	New	+$3.65M	0.78%	22
2022 Q2	–	Sell	-35,496	Closed	-$1.7M	–	167
2022 Q1	$1.7M	Sell	35,496 -100,689	-74%	-$5.02M	1.23%	18
2021 Q4	$7.04M	Buy	+136,185	New	+$7.02M	7.02%	1

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

Logan Stone Capital's TFI Position: Q2 2026 in Review

Logan Stone Capital opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 80,122 shares worth $3.67M. The stake represents 0.78% of the portfolio and ranks #22 among its holdings. This is a return to the name: Logan Stone Capital previously reported a position in TFI as recently as Q1 2022.

Logan Stone Capital first reported a position in TFI in Q4 2021 and has held it in 3 quarters since. The position peaked at $7.04M in Q4 2021. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Logan Stone Capital held 80,122 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3.67M as of Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Logan Stone Capital position in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.78% of Logan Stone Capital's portfolio in Q2 2026, its #22 holding.
Logan Stone Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 3 quarters since.
Logan Stone Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $7.04M in Q4 2021.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.