Midwest Financial Network’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Midwest Financial Network’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 Q3	$1.16M	Sell	27,059 -486	-2%	-$21.7K	0.79%	35
2026 Q2	$1.26M	Buy	27,545 +4,630	+20%	+$211K	0.86%	39
2026 Q1	$1.04M	Buy	22,915 +7,648	+50%	+$351K	0.83%	36
2025 Q4	$698K	Buy	15,267 +2,704	+22%	+$124K	0.54%	50
2025 Q3	$573K	Buy	12,563 +595	+5%	+$26.7K	0.46%	47
2025 Q2	$535K	Buy	11,968 +723	+6%	+$32.1K	0.53%	42
2025 Q1	$507K	Buy	11,245 +1,308	+13%	+$59.6K	0.51%	42
2024 Q4	$453K	Buy	+9,937	New	+$458K	0.47%	43

Other funds holding TFI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Midwest Financial Network's TFI Position: Q3 2026 in Review

Midwest Financial Network reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.8% in Q3 2026, selling an estimated $21.7K and leaving 27,059 shares worth $1.16M. The position accounts for 0.79% of the portfolio, ranked #35.

Midwest Financial Network first reported a position in TFI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q2 2026. 83 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

Midwest Financial Network held 27,059 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.16M as of Q3 2026.
Midwest Financial Network sold 486 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $21.7K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.79% of Midwest Financial Network's portfolio in Q3 2026, its #35 holding.
Midwest Financial Network first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.26M in Q2 2026.
83 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.