Parkway Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Parkway Wealth Management’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	$313K	Sell	6,840 -1,031	-13%	-$46.9K	0.04%	114
2026 Q1	$359K	Buy	7,871 +603	+8%	+$27.7K	0.05%	110
2025 Q4	$332K	Buy	+7,268	New	+$332K	0.04%	110

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

Parkway Wealth Management's TFI Position: Q2 2026 in Review

Parkway Wealth Management reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 13% in Q2 2026, selling an estimated $46.9K and leaving 6,840 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #114.

Parkway Wealth Management first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q1 2026. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Parkway Wealth Management held 6,840 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $313K as of Q2 2026.
Parkway Wealth Management sold 1,031 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $46.9K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.04% of Parkway Wealth Management's portfolio in Q2 2026, its #114 holding.
Parkway Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
Parkway Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $359K in Q1 2026.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Parkway Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.