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

Novus 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	$1.27M	Buy	27,789 +167	+0.6%	+$7.6K	2.65%	10
2026 Q1	$1.25M	Hold	27,622	–	–	2.8%	9
2025 Q4	$1.26M	Buy	27,622 +2,211	+9%	+$101K	2.82%	9
2025 Q3	$1.16M	Buy	25,411 +790	+3%	+$35.4K	2.66%	11
2025 Q2	$1.1M	Sell	24,621 -1,012	-4%	-$45K	1.68%	14
2025 Q1	$1.16M	Sell	25,633 -639	-2%	-$29.1K	1.16%	20
2024 Q4	$1.2M	Buy	+26,272	New	+$1.21M	1.19%	21

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

Novus Advisors's TFI Position: Q2 2026 in Review

Novus Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.6% in Q2 2026, buying an estimated $7.6K and bringing the position to 27,789 shares worth $1.27M. The position accounts for 2.65% of the portfolio, ranked #10.

Novus Advisors first reported a position in TFI in Q4 2024 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Novus Advisors held 27,789 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.27M as of Q2 2026.
Novus Advisors bought 167 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $7.6K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 2.65% of Novus Advisors's portfolio in Q2 2026, its #10 holding.
Novus Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.