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

Stablepoint 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	$426K	Buy	9,301 +33	+0.4%	+$1.5K	0.06%	205
2026 Q1	$420K	Buy	9,268 +651	+8%	+$29.9K	0.06%	202
2025 Q4	$394K	Sell	8,617 -1,668	-16%	-$76.3K	0.06%	197
2025 Q3	$469K	Sell	10,285 -263	-2%	-$11.8K	0.07%	185
2025 Q2	$471K	Sell	10,548 -681	-6%	-$30.3K	0.08%	184
2025 Q1	$506K	Sell	11,229 -152	-1%	-$6.93K	0.09%	177
2024 Q4	$519K	Sell	11,381 -618	-5%	-$28.5K	0.1%	173
2024 Q3	$562K	Sell	11,999 -90	-0.7%	-$4.17K	0.1%	167
2024 Q2	$558K	Buy	12,089 +2,063	+21%	+$94.5K	0.11%	165
2024 Q1	$466K	Buy	10,026 +1,072	+12%	+$50.1K	0.09%	179
2023 Q4	$421K	Buy	+8,954	New	+$402K	0.11%	174

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

Stablepoint Partners's TFI Position: Q2 2026 in Review

Stablepoint Partners increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.36% in Q2 2026, buying an estimated $1.5K and bringing the position to 9,301 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #205.

Stablepoint Partners first reported a position in TFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $562K in Q3 2024. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Stablepoint Partners held 9,301 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $426K as of Q2 2026.
Stablepoint Partners bought 33 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $1.5K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.06% of Stablepoint Partners's portfolio in Q2 2026, its #205 holding.
Stablepoint Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Stablepoint Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $562K in Q3 2024.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.