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

Sax Wealth Advisors’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	$2.16M	Buy	47,630 +16,631	+54%	+$757K	0.09%	144
2026 Q1	$1.42M	Hold	30,999	–	–	0.07%	149
2025 Q4	$1.42M	Buy	30,999 +16,354	+112%	+$748K	0.07%	152
2025 Q3	$667K	Buy	14,645 +255	+2%	+$11.4K	0.04%	230
2025 Q2	$643K	Buy	+14,390	New	+$639K	0.04%	222

Other funds holding TFI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 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

Sax Wealth Advisors's TFI Position: Q2 2026 in Review

Sax Wealth Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 54% in Q2 2026, buying an estimated $757K and bringing the position to 47,630 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #144.

Sax Wealth Advisors first reported a position in TFI in Q2 2025 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Sax Wealth Advisors held 47,630 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.16M as of Q2 2026.
Sax Wealth Advisors bought 16,631 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $757K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.