Rothschild Investment LLC’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Rothschild Investment LLC’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	$7.74K	Hold	169	–	–	﹤0.01%	2034
2026 Q1	$7.66K	Hold	169	–	–	﹤0.01%	1831
2025 Q4	$7.72K	Hold	169	–	–	﹤0.01%	1681
2025 Q3	$7.7K	Hold	169	–	–	﹤0.01%	1539
2025 Q2	$7.55K	Hold	169	–	–	﹤0.01%	1320
2025 Q1	$7.62K	Hold	169	–	–	﹤0.01%	1259
2024 Q4	$7.71K	Hold	169	–	–	﹤0.01%	1210
2024 Q3	$7.91K	Hold	169	–	–	﹤0.01%	1173
2024 Q2	$7.73K	Buy	169 +129	+323%	+$5.91K	﹤0.01%	1145
2024 Q1	$1.86K	Buy	+40	New	+$1.87K	﹤0.01%	1219

Other funds holding TFI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rothschild Investment LLC's TFI Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 169 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Rothschild Investment LLC first reported a position in TFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.91K in Q3 2024. 326 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Rothschild Investment LLC held 169 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $7.74K as of Q2 2026.
Rothschild Investment LLC left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2034 holding.
Rothschild Investment LLC first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $7.91K in Q3 2024.
326 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.