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

Simplicity Wealth’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	$432K	Buy	9,424 +681	+8%	+$31K	0.01%	701
2026 Q1	$396K	Buy	8,743 +757	+9%	+$34.7K	0.02%	516
2025 Q4	$365K	Buy	7,986 +333	+4%	+$15.2K	0.02%	506
2025 Q3	$349K	Sell	7,653 -5,877	-43%	-$263K	0.02%	525
2025 Q2	$604K	Buy	+13,530	New	+$601K	0.03%	414

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

Simplicity Wealth's TFI Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 7.8% in Q2 2026, buying an estimated $31K and bringing the position to 9,424 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #701.

Simplicity Wealth first reported a position in TFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $604K in Q2 2025. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Simplicity Wealth held 9,424 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $432K as of Q2 2026.
Simplicity Wealth bought 681 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $31K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #701 holding.
Simplicity Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
Simplicity Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $604K in Q2 2025.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.