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Pinnacle Wealth Planning Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Pinnacle Wealth Planning Services’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 		$46 Hold
1
– – ﹤0.01% 2740
2026
Q1 		$45 Hold
1
– – ﹤0.01% 2725
2025
Q4 		$46 Buy
+1
New +$46 ﹤0.01% 2742

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Envestnet Asset Management
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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

Pinnacle Wealth Planning Services's TFI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Pinnacle Wealth Planning Services first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1 share of State Street SPDR Nuveen ICE Municipal Bond ETF worth $46 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2740 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.