MYIA
TFI icon

Mount Yale Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Mount Yale Investment 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
Q1 		$242K Buy
+5,341
New +$245K 0.01% 985

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 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 $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Mount Yale Investment Advisors's TFI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026: 5,341 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings.

332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

  • Mount Yale Investment Advisors held 5,341 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $242K as of Q1 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #985 holding.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.