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 Q3	$1.14M	Buy	26,651 +19,478	+272%	+$869K	0.6%	31
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

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Retirement Wealth Solutions's TFI Position: Q3 2026 in Review

Retirement Wealth Solutions increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 272% in Q3 2026, buying an estimated $869K and bringing the position to 26,651 shares worth $1.14M. The position accounts for 0.6% of the portfolio, ranked #31.

Retirement Wealth Solutions first reported a position in TFI in Q4 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

Retirement Wealth Solutions held 26,651 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.14M as of Q3 2026.
Retirement Wealth Solutions bought 19,478 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $869K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.6% of Retirement Wealth Solutions's portfolio in Q3 2026, its #31 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 4 quarters since.
193 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.