Perigon Wealth Management
TFI icon

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

Perigon 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
Q3 		$1.64M Buy
38,358
+6,396
+20% +$285K 0.03% 449
2026
Q2 		$1.46M Buy
31,962
+25,825
+421% +$1.18M 0.02% 470
2026
Q1 		$278K Buy
6,137
+255
+4% +$11.7K 0.01% 1047
2025
Q4 		$269K Buy
+5,882
New +$269K ﹤0.01% 1066
2025
Q2 		– Sell
-4,727
Closed -$213K – 1108
2025
Q1 		$213K Buy
4,727
+172
+4% +$7.84K 0.01% 946
2024
Q4 		$207K Buy
4,555
+36
+0.8% +$1.66K 0.01% 969
2024
Q3 		$212K Sell
4,519
-1,598
-26% -$74.1K 0.01% 920
2024
Q2 		$280K Sell
6,117
-307
-5% -$14.1K 0.01% 717
2024
Q1 		$299K Buy
6,424
+895
+16% +$41.8K 0.01% 685
2023
Q4 		$260K Sell
5,529
-536
-9% -$24K 0.01% 700
2023
Q3 		$265K Sell
6,065
-4,375
-42% -$199K 0.01% 635
2023
Q2 		$482K Buy
10,440
+5,853
+128% +$271K 0.02% 460
2023
Q1 		$215K Buy
+4,587
New +$213K 0.01% 649
2022
Q1 		– Sell
-4,243
Closed -$219K – 649
2021
Q4 		$219K Buy
4,243
+239
+6% +$12.3K 0.02% 536
2021
Q3 		$206K Buy
4,004
+99
+3% +$5.16K 0.02% 509
2021
Q2 		$203K Buy
+3,905
New +$203K 0.02% 496
2021
Q1 		– Sell
-1,015
Closed -$53K – 978
2020
Q4 		$53K Buy
+1,015
New +$52.8K 0.01% 736
2020
Q3 		– Sell
-5,167
Closed -$267K – 398
2020
Q2 		$267K Sell
5,167
-548
-10% -$27.9K 0.04% 289
2020
Q1 		$291K Buy
+5,715
New +$290K 0.05% 240
2018
Q2 		– Sell
-11
Closed -$1K – 555
2018
Q1 		$1K Buy
+11
New +$530 ﹤0.01% 626
2016
Q1 		– Sell
-4,100
Closed -$200K – 320
2015
Q4 		$200K Buy
+4,100
New +$198K 0.06% 217

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Revolve Wealth Partners
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OpenArc Corporate Advisory
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CLA (CliftonLarsonAllen) Wealth Advisors
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Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Avidian Wealth Enterprises
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Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Perigon Wealth Management's TFI Position: Q3 2026 in Review

Perigon Wealth Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 20% in Q3 2026, buying an estimated $285K and bringing the position to 38,358 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #449.

Perigon Wealth Management first reported a position in TFI in Q4 2015 and has held it in 21 quarters since. 99 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

  • Perigon Wealth Management held 38,358 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.64M as of Q3 2026.
  • Perigon Wealth Management bought 6,396 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $285K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #449 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2015 and has held it in 21 quarters since.
  • 99 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.