North Ridge Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

North Ridge Wealth 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	$2.24K	Sell	49 -3	-6%	-$138	﹤0.01%	167
2025 Q4	$2.39K	Sell	52 -3	-5%	-$137	﹤0.01%	152
2025 Q3	$2.51K	Hold	55	–	–	﹤0.01%	158
2025 Q2	$2.46K	Buy	+55	New	+$2.44K	﹤0.01%	148

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

North Ridge Wealth Advisors's TFI Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 5.8% in Q1 2026, selling an estimated $138 and leaving 49 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

North Ridge Wealth Advisors first reported a position in TFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.51K in Q3 2025. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

North Ridge Wealth Advisors held 49 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.24K as of Q1 2026.
North Ridge Wealth Advisors sold 3 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $138.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #167 holding.
North Ridge Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
North Ridge Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.51K in Q3 2025.
333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.