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

Prestige Wealth Management Group’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	$1.83K	Hold	40	–	–	﹤0.01%	781
2026 Q1	$1.81K	Hold	40	–	–	﹤0.01%	760
2025 Q4	$1.83K	Hold	40	–	–	﹤0.01%	781
2025 Q3	$1.82K	Hold	40	–	–	﹤0.01%	762
2025 Q2	$1.79K	Hold	40	–	–	﹤0.01%	761
2025 Q1	$1.8K	Hold	40	–	–	﹤0.01%	762
2024 Q4	$1.82K	Hold	40	–	–	﹤0.01%	797
2024 Q3	$1.87K	Hold	40	–	–	﹤0.01%	784
2024 Q2	$1.83K	Hold	40	–	–	﹤0.01%	738
2024 Q1	$1.86K	Sell	40 -3	-7%	-$140	﹤0.01%	763
2023 Q4	$2.02K	Hold	43	–	–	﹤0.01%	740
2023 Q3	$1.88K	Hold	43	–	–	﹤0.01%	754
2023 Q2	$1.99K	Hold	43	–	–	﹤0.01%	761
2023 Q1	$2.01K	Hold	43	–	–	﹤0.01%	743
2022 Q4	$1.96K	Hold	43	–	–	﹤0.01%	836
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	780
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	792
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	813
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	834
2021 Q3	$2K	Hold	43	–	–	﹤0.01%	829
2021 Q2	$2K	Hold	43	–	–	﹤0.01%	828
2021 Q1	$2K	Hold	43	–	–	﹤0.01%	824
2020 Q4	$2K	Hold	43	–	–	﹤0.01%	790
2020 Q3	$2K	Buy	+43	New	+$2.24K	﹤0.01%	712

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

Prestige Wealth Management Group's TFI Position: Q2 2026 in Review

Prestige Wealth Management Group held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 40 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Prestige Wealth Management Group first reported a position in TFI in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.02K in Q4 2023. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Prestige Wealth Management Group held 40 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.83K as of Q2 2026.
Prestige Wealth Management Group 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 Prestige Wealth Management Group's portfolio in Q2 2026, its #781 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and has held it in 24 quarters since.
Prestige Wealth Management Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.02K in Q4 2023.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.