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Retirement Wealth Solutions’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Retirement Wealth Solutions’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 		$329K Sell
7,173
-6,922
-49% -$315K 0.18% 51
2026
Q1 		$639K Buy
14,095
+6,890
+96% +$316K 0.4% 42
2025
Q4 		$329K Buy
+7,205
New +$329K 0.21% 44

Other funds holding TFI

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Retirement Wealth Solutions's TFI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 49% in Q2 2026, selling an estimated $315K and leaving 7,173 shares worth $329K. The position accounts for 0.18% of the portfolio, ranked #51.

Retirement Wealth Solutions first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $639K in Q1 2026. 61 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Retirement Wealth Solutions held 7,173 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $329K as of Q2 2026.
  • Retirement Wealth Solutions sold 6,922 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $315K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.18% of Retirement Wealth Solutions's portfolio in Q2 2026, its #51 holding.
  • Retirement Wealth Solutions first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $639K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.