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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 2.14% 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 2.41% 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 2.78% 9
2024
Q3 		$19.3M Buy
411,400
+40,351
+11% +$1.87M 2.94% 9
2024
Q2 		$17M Buy
371,049
+19,024
+5% +$871K 2.8% 9
2024
Q1 		$16.4M Buy
352,025
+44,226
+14% +$2.07M 2.8% 9
2023
Q4 		$14.5M Buy
307,799
+40,159
+15% +$1.8M 2.8% 11
2023
Q3 		$11.7M Buy
267,640
+13,071
+5% +$594K 2.72% 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 2.58% 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

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WAP
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FG
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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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return