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

PFW 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 Q3	–	Sell	-9,268	Closed	-$424K	–	133
2026 Q2	$424K	Hold	9,268	–	–	0.12%	94
2026 Q1	$420K	Buy	9,268 +951	+11%	+$43.6K	0.13%	87
2025 Q4	$380K	Sell	8,317 -2,783	-25%	-$127K	0.11%	95
2025 Q3	$506K	Sell	11,100 -242	-2%	-$10.8K	0.15%	86
2025 Q2	$507K	Sell	11,342 -736	-6%	-$32.7K	0.16%	87
2025 Q1	$544K	Hold	12,078	–	–	0.17%	85
2024 Q4	$551K	Buy	+12,078	New	+$557K	0.17%	83
2024 Q2	$625K	Sell	13,664 -2,488	-15%	-$114K	0.2%	81
2024 Q1	$751K	Sell	16,152 -990	-6%	-$46.2K	0.23%	76
2023 Q4	$806K	Hold	17,142	–	–	0.26%	74
2023 Q3	$749K	Hold	17,142	–	–	0.26%	70
2023 Q2	$784K	Buy	+17,142	New	+$794K	0.26%	68
2019 Q3	$593K	Buy	+12,668	New	+$643K	0.18%	83

Other funds holding TFI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

PFW Advisors's TFI Position: Q3 2026 in Review

PFW Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2026, closing a stake of 9,268 shares — an estimated $424K sold.

PFW Advisors first reported a position in TFI in Q3 2019 and held it in 13 quarters. The position peaked at $806K in Q4 2023. 185 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

PFW Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
PFW Advisors sold 9,268 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $424K.
PFW Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and held it in 13 quarters.
PFW Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $806K in Q4 2023.
185 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.