Mayflower Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Mayflower Financial 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	$1.1M	Buy	23,935 +3,312	+16%	+$151K	0.09%	180
2026 Q1	$935K	Buy	20,623 +35	+0.2%	+$1.61K	0.11%	179
2025 Q4	$941K	Hold	20,588	–	–	0.11%	169
2025 Q3	$938K	Sell	20,588 -22,741	-52%	-$1.02M	0.12%	164
2025 Q2	$1.94M	Sell	43,329 -41,987	-49%	-$1.87M	0.27%	90
2025 Q1	$3.85M	Sell	85,316 -333	-0.4%	-$15.2K	0.58%	43
2024 Q4	$3.91M	Sell	85,649 -16,249	-16%	-$749K	0.58%	43
2024 Q3	$4.77M	Sell	101,898 -135	-0.1%	-$6.26K	0.72%	35
2024 Q2	$4.67M	Sell	102,033 -225	-0.2%	-$10.3K	0.77%	34
2024 Q1	$4.75M	Sell	102,258 -129	-0.1%	-$6.03K	0.79%	30
2023 Q4	$4.81M	Buy	102,387 +67,124	+190%	+$3.01M	0.66%	40
2023 Q3	$1.54M	Sell	35,263 -56,798	-62%	-$2.58M	0.23%	92
2023 Q2	$4.25M	Buy	92,061 +12,849	+16%	+$595K	0.55%	46
2023 Q1	$3.71M	Buy	79,212 +1,669	+2%	+$77.3K	0.49%	48
2022 Q4	$3.54M	Buy	77,543 +26,307	+51%	+$1.18M	0.49%	45
2022 Q3	$2.25M	Buy	51,236 +24,393	+91%	+$1.12M	0.36%	61
2022 Q2	$1.23M	Buy	26,843 +17,540	+189%	+$810K	0.19%	98
2022 Q1	$445K	Buy	9,303 +611	+7%	+$30.5K	0.06%	216
2021 Q4	$450K	Hold	8,692	–	–	0.06%	204
2021 Q3	$447K	Hold	8,692	–	–	0.06%	204
2021 Q2	$453K	Hold	8,692	–	–	0.06%	183
2021 Q1	$449K	Sell	8,692 -9	-0.1%	-$468	0.07%	179
2020 Q4	$457K	Buy	+8,701	New	+$453K	0.08%	157

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

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 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

Mayflower Financial Advisors's TFI Position: Q2 2026 in Review

Mayflower Financial Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 16% in Q2 2026, buying an estimated $151K and bringing the position to 23,935 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #180.

Mayflower Financial Advisors first reported a position in TFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.81M in Q4 2023. 110 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Mayflower Financial Advisors held 23,935 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.1M as of Q2 2026.
Mayflower Financial Advisors bought 3,312 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $151K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.09% of Mayflower Financial Advisors's portfolio in Q2 2026, its #180 holding.
Mayflower Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and has held it in 23 quarters since.
Mayflower Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.81M in Q4 2023.
110 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.