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

OneDigital 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
Q2 		$472K Sell
10,312
-1,533
-13% -$69.8K ﹤0.01% 1056
2026
Q1 		$537K Buy
11,845
+1,300
+12% +$59.7K 0.01% 915
2025
Q4 		$482K Sell
10,545
-57
-0.5% -$2.61K ﹤0.01% 964
2025
Q3 		$483K Buy
10,602
+1,588
+18% +$71.1K 0.01% 950
2025
Q2 		$403K Sell
9,014
-3,217
-26% -$143K ﹤0.01% 999
2025
Q1 		$551K Sell
12,231
-471
-4% -$21.5K 0.01% 823
2024
Q4 		$579K Buy
12,702
+447
+4% +$20.6K 0.01% 829
2024
Q3 		$574K Sell
12,255
-2,071
-14% -$96K 0.01% 889
2024
Q2 		$655K Buy
14,326
+7,328
+105% +$336K 0.01% 783
2024
Q1 		$325K Sell
6,998
-4,633
-40% -$216K 0.01% 884
2023
Q4 		$547K Sell
11,631
-362
-3% -$16.2K 0.01% 681
2023
Q3 		$524K Sell
11,993
-82,859
-87% -$3.77M 0.01% 621
2023
Q2 		$4.38M Buy
94,852
+30,142
+47% +$1.4M 0.1% 165
2023
Q1 		$3.03M Buy
64,710
+11,491
+22% +$532K 0.07% 208
2022
Q4 		$2.43M Buy
53,219
+8,439
+19% +$379K 0.07% 226
2022
Q3 		$1.97M Buy
+44,780
New +$2.06M 0.07% 191

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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

OneDigital Investment Advisors's TFI Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 13% in Q2 2026, selling an estimated $69.8K and leaving 10,312 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

OneDigital Investment Advisors first reported a position in TFI in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.38M in Q2 2023. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • OneDigital Investment Advisors held 10,312 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $472K as of Q2 2026.
  • OneDigital Investment Advisors sold 1,533 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $69.8K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1056 holding.
  • OneDigital Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • OneDigital Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.38M in Q2 2023.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.