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Revolve Wealth Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Revolve Wealth Partners’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 		$20.6M Buy
449,303
+9,308
+2% +$424K 2.13% 10
2026
Q1 		$19.9M Sell
439,995
-1,936
-0.4% -$88.8K 2.59% 9
2025
Q4 		$20.2M Buy
441,931
+20,493
+5% +$937K 2.37% 10
2025
Q3 		$19.2M Buy
421,438
+9,093
+2% +$407K 2.3% 10
2025
Q2 		$18.4M Sell
412,345
-11,674
-3% -$519K 2.39% 10
2025
Q1 		$19.1M Buy
424,019
+9,157
+2% +$418K 2.76% 9
2024
Q4 		$18.9M Buy
414,862
+3,462
+0.8% +$160K 2.74% 9
2024
Q3 		$19.3M Buy
411,400
+40,351
+11% +$1.87M 2.93% 9
2024
Q2 		$17M Buy
371,049
+19,024
+5% +$871K 2.79% 9
2024
Q1 		$16.4M Buy
352,025
+44,226
+14% +$2.07M 2.79% 9
2023
Q4 		$14.5M Buy
307,799
+40,159
+15% +$1.8M 2.79% 11
2023
Q3 		$11.7M Buy
267,640
+13,071
+5% +$594K 2.69% 11
2023
Q2 		$11.8M Buy
254,569
+7,019
+3% +$325K 2.75% 10
2023
Q1 		$11.6M Buy
247,550
+13,263
+6% +$615K 2.95% 9
2022
Q4 		$10.7M Buy
234,287
+36,951
+19% +$1.66M 3.06% 9
2022
Q3 		$8.68M Buy
197,336
+26,494
+16% +$1.22M 2.9% 11
2022
Q2 		$7.83M Sell
170,842
-81,496
-32% -$3.76M 2.57% 12
2022
Q1 		$12.1M Sell
252,338
-920
-0.4% -$45.9K 3.49% 8
2021
Q4 		$13.1M Buy
+253,258
New +$13.1M 3.77% 7

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Revolve Wealth Partners's TFI Position: Q2 2026 in Review

Revolve Wealth Partners increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 2.1% in Q2 2026, buying an estimated $424K and bringing the position to 449,303 shares worth $20.6M. The position accounts for 2.13% of the portfolio, ranked #10.

Revolve Wealth Partners first reported a position in TFI in Q4 2021 and has held it in 19 quarters since. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Revolve Wealth Partners held 449,303 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $20.6M as of Q2 2026.
  • Revolve Wealth Partners bought 9,308 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $424K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 2.13% of Revolve Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Revolve Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.