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

Private 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	$3.21K	Hold	70	–	–	﹤0.01%	1006
2026 Q1	$3.17K	Hold	70	–	–	﹤0.01%	927
2025 Q4	$3.2K	Hold	70	–	–	﹤0.01%	928
2025 Q3	$3.19K	Hold	70	–	–	﹤0.01%	956
2025 Q2	$3.13K	Hold	70	–	–	﹤0.01%	945
2025 Q1	$3.15K	Hold	70	–	–	﹤0.01%	894
2024 Q4	$3.19K	Sell	70 -89	-56%	-$4.11K	﹤0.01%	922
2024 Q3	$7.45K	Sell	159 -3,882	-96%	-$180K	﹤0.01%	569
2024 Q2	$185K	Hold	4,041	–	–	0.08%	78
2024 Q1	$188K	Hold	4,041	–	–	0.09%	72
2023 Q4	$190K	Buy	+4,041	New	+$181K	0.09%	69

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

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

Private Wealth Management Group held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 70 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Private Wealth Management Group first reported a position in TFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $190K in Q4 2023. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Private Wealth Management Group held 70 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3.21K as of Q2 2026.
Private 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 Private Wealth Management Group's portfolio in Q2 2026, its #1006 holding.
Private Wealth Management Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $190K in Q4 2023.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

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