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

Ridgeline Wealth’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	$204K	Hold	4,729	–	–	0.12%	59
2026 Q2	$217K	Hold	4,729	–	–	0.13%	57
2026 Q1	$214K	Hold	4,729	–	–	0.15%	50
2025 Q4	$216K	Hold	4,729	–	–	0.15%	49
2025 Q3	$216K	Hold	4,729	–	–	0.16%	49
2025 Q2	$211K	Hold	4,729	–	–	0.17%	47
2025 Q1	$213K	Hold	4,729	–	–	0.18%	51
2024 Q4	$216K	Buy	+4,729	New	+$218K	0.18%	53

Other funds holding TFI

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Ridgeline Wealth's TFI Position: Q3 2026 in Review

Ridgeline Wealth held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q3 2026 at 4,729 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #59.

Ridgeline Wealth first reported a position in TFI in Q4 2024 and has held it in 8 quarters since. The position peaked at $217K in Q2 2026. 99 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

Ridgeline Wealth held 4,729 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $204K as of Q3 2026.
Ridgeline Wealth left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q3 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.12% of Ridgeline Wealth's portfolio in Q3 2026, its #59 holding.
Ridgeline Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $217K in Q2 2026.
99 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.