Richardson Financial Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Richardson Financial Services’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 Q1	$112K	Sell	2,466 -6,933	-74%	-$318K	0.07%	213
2025 Q4	$428K	Buy	9,399 +124	+1%	+$5.67K	0.14%	91
2025 Q3	$423K	Buy	9,275 +199	+2%	+$8.92K	0.26%	90
2025 Q2	$405K	Buy	9,076 +166	+2%	+$7.38K	0.27%	100
2025 Q1	$402K	Buy	8,910 +648	+8%	+$29.5K	0.31%	96
2024 Q4	$377K	Sell	8,262 -329	-4%	-$15.2K	0.27%	102
2024 Q3	$394K	Buy	8,591 +649	+8%	+$30.1K	0.25%	99
2024 Q2	$363K	Sell	7,942 -1,646	-17%	-$75.4K	0.26%	102
2024 Q1	$446K	Sell	9,588 -1,120	-10%	-$52.3K	0.31%	89
2023 Q4	$503K	Buy	+10,708	New	+$480K	0.44%	69

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Richardson Financial Services's TFI Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 74% in Q1 2026, selling an estimated $318K and leaving 2,466 shares worth $112K. The position accounts for 0.07% of the portfolio, ranked #213.

Richardson Financial Services first reported a position in TFI in Q4 2023 and has held it in 10 quarters since. The position peaked at $503K in Q4 2023. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Richardson Financial Services held 2,466 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $112K as of Q1 2026.
Richardson Financial Services sold 6,933 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $318K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.07% of Richardson Financial Services's portfolio in Q1 2026, its #213 holding.
Richardson Financial Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $503K in Q4 2023.
332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.