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

ShoreHaven Wealth Partners’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	$1.66M	Buy	36,217 +28,222	+353%	+$1.28M	0.52%	39
2026 Q1	$362K	Buy	7,995 +1,530	+24%	+$70.2K	0.13%	81
2025 Q4	$296K	Sell	6,465 -217	-3%	-$9.92K	0.11%	85
2025 Q3	$304K	Buy	+6,682	New	+$299K	0.11%	85

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

ShoreHaven Wealth Partners's TFI Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 353% in Q2 2026, buying an estimated $1.28M and bringing the position to 36,217 shares worth $1.66M. The position accounts for 0.52% of the portfolio, ranked #39.

ShoreHaven Wealth Partners first reported a position in TFI in Q3 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

ShoreHaven Wealth Partners held 36,217 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.66M as of Q2 2026.
ShoreHaven Wealth Partners bought 28,222 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $1.28M.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.52% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #39 holding.
ShoreHaven Wealth Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.