Sequoia Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sequoia Financial 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	$212K	Sell	4,637 -91	-2%	-$4.14K	﹤0.01%	1941
2026 Q1	$214K	Buy	4,728 +103	+2%	+$4.73K	﹤0.01%	1755
2025 Q4	$211K	Sell	4,625 -2,370	-34%	-$108K	﹤0.01%	1785
2025 Q3	$319K	Sell	6,995 -10,063	-59%	-$451K	﹤0.01%	1362
2025 Q2	$762K	Sell	17,058 -6,779	-28%	-$301K	0.01%	806
2025 Q1	$1.07M	Buy	23,837 +1,115	+5%	+$50.8K	0.01%	599
2024 Q4	$1.04M	Sell	22,722 -25	-0.1%	-$1.15K	0.01%	571
2024 Q3	$1.07M	Buy	22,747 +78	+0.3%	+$3.62K	0.01%	525
2024 Q2	$1.04M	Buy	22,669 +76	+0.3%	+$3.48K	0.01%	472
2024 Q1	$1.05M	Buy	22,593 +48	+0.2%	+$2.24K	0.01%	464
2023 Q4	$1.06M	Sell	22,545 -1,451	-6%	-$65.1K	0.01%	507
2023 Q3	$1.05M	Sell	23,996 -1,614	-6%	-$73.3K	0.02%	325
2023 Q2	$1.18M	Sell	25,610 -4,487	-15%	-$208K	0.02%	316
2023 Q1	$1.41M	Sell	30,097 -1,444,607	-98%	-$66.9M	0.03%	263
2022 Q4	$67.3M	Buy	1,474,704 +1,348,483	+1,068%	+$60.6M	1.65%	12
2022 Q3	$5.55M	Buy	126,221 +89,771	+246%	+$4.13M	0.18%	106
2022 Q2	$1.67M	Sell	36,450 -4,609	-11%	-$213K	0.05%	193
2022 Q1	$1.97M	Sell	41,059 -6,869	-14%	-$342K	0.05%	192
2021 Q4	$2.48M	Buy	47,928 +26,347	+122%	+$1.36M	0.07%	165
2021 Q3	$1.11M	Sell	21,581 -25,807	-54%	-$1.35M	0.11%	98
2021 Q2	$2.47M	Sell	47,388 -35,358	-43%	-$1.84M	0.09%	133
2021 Q1	$4.28M	Sell	82,746 -1,902	-2%	-$99K	0.18%	87
2020 Q4	$4.44M	Buy	84,648 +4,449	+6%	+$232K	0.2%	70
2020 Q3	$4.17M	Buy	80,199 +3,039	+4%	+$158K	0.22%	60
2020 Q2	$3.99M	Buy	77,160 +5,847	+8%	+$298K	0.24%	57
2020 Q1	$3.57M	Sell	71,313 -2,653	-4%	-$135K	0.26%	52
2019 Q4	$3.74M	Buy	73,966 +17,804	+32%	+$901K	0.24%	60
2019 Q3	$2.85M	Buy	56,162 +2,154	+4%	+$109K	0.21%	65
2019 Q2	$2.71M	Sell	54,008 -455	-0.8%	-$22.6K	0.2%	70
2019 Q1	$2.68M	Buy	54,463 +8,521	+19%	+$414K	0.22%	65
2018 Q4	$2.21M	Buy	45,942 +8,787	+24%	+$416K	0.26%	66
2018 Q3	$1.76M	Buy	37,155 +683	+2%	+$32.7K	0.18%	82
2018 Q2	$1.75M	Sell	36,472 -1,321	-3%	-$63.2K	0.19%	81
2018 Q1	$1.81M	Sell	37,793 -1,485	-4%	-$71.5K	0.19%	80
2017 Q4	$1.92M	Buy	39,278 +3,087	+9%	+$151K	0.2%	80
2017 Q3	$1.77M	Buy	36,191 +2,016	+6%	+$98.9K	0.21%	79
2017 Q2	$1.66M	Sell	34,175 -4,653	-12%	-$226K	0.21%	85
2017 Q1	$1.86M	Buy	38,828 +9,152	+31%	+$436K	0.24%	76
2016 Q4	$1.41M	Buy	29,676 +15,377	+108%	+$744K	0.2%	79
2016 Q3	$716K	Buy	+14,299	New	+$720K	0.13%	100

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 22.96% 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

Sequoia Financial Advisors's TFI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.9% in Q2 2026, selling an estimated $4.14K and leaving 4,637 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Sequoia Financial Advisors first reported a position in TFI in Q3 2016 and has held it in 40 quarters since. The position peaked at $67.3M in Q4 2022. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Sequoia Financial Advisors held 4,637 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $212K as of Q2 2026.
Sequoia Financial Advisors sold 91 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $4.14K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1941 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2016 and has held it in 40 quarters since.
Sequoia Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $67.3M in Q4 2022.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.