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Optima Capital’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Optima Capital’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 		– Sell
-78
Closed -$3.56K – 1170
2025
Q4 		$3.56K Buy
+78
New +$3.57K ﹤0.01% 666

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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 $374B AUM 17.66% 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 $295B AUM 31.6% 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

Optima Capital's TFI Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 78 shares — an estimated $3.56K sold.

Optima Capital first reported a position in TFI in Q4 2025 and held it in 1 quarter. The position peaked at $3.56K in Q4 2025. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

  • Optima Capital reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 78 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $3.56K.
  • Optima Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.56K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.