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SageView Advisory Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

SageView Advisory Group’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 		– Sell
-3,095
Closed -$141K – 2243
2025
Q4 		$141K Buy
+3,095
New +$142K ﹤0.01% 709
2025
Q2 		– Sell
-4,554
Closed -$205K – 640
2025
Q1 		$205K Sell
4,554
-19
-0.4% -$866 0.01% 578
2024
Q4 		$209K Buy
4,573
+150
+3% +$6.92K 0.01% 564
2024
Q3 		$207K Buy
+4,423
New +$205K 0.01% 490
2023
Q4 		– Sell
-6,962
Closed -$312K – 501
2023
Q3 		$304K Buy
6,962
+19
+0.3% +$863 0.02% 421
2023
Q2 		$320K Buy
6,943
+18
+0.3% +$834 0.02% 432
2023
Q1 		$324K Sell
6,925
-1,069
-13% -$49.5K 0.02% 374
2022
Q4 		$365K Buy
+7,994
New +$359K 0.03% 294

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

SageView Advisory Group's TFI Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 3,095 shares — an estimated $141K sold.

SageView Advisory Group first reported a position in TFI in Q4 2022 and held it in 8 quarters. The position peaked at $365K in Q4 2022. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,095 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $141K.
  • SageView Advisory Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and held it in 8 quarters.
  • SageView Advisory Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $365K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.