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

SteelPeak 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
Q1 		– Sell
-45,336
Closed -$2.07M – 646
2025
Q4 		$2.07M Sell
45,336
-957
-2% -$43.8K 0.07% 199
2025
Q3 		$2.11M Sell
46,293
-14,439
-24% -$647K 0.07% 209
2025
Q2 		$2.71M Buy
60,732
+1,725
+3% +$76.6K 0.1% 149
2025
Q1 		$2.66M Buy
59,007
+20,244
+52% +$923K 0.11% 144
2024
Q4 		$1.77M Sell
38,763
-21,265
-35% -$981K 0.07% 183
2024
Q3 		$2.81M Sell
60,028
-2,487
-4% -$115K 0.12% 133
2024
Q2 		$2.86M Sell
62,515
-9,517
-13% -$436K 0.13% 124
2024
Q1 		$3.35M Buy
72,032
+44,786
+164% +$2.09M 0.17% 110
2023
Q4 		$1.28M Sell
27,246
-50,501
-65% -$2.27M 0.07% 180
2023
Q3 		$3.4M Sell
77,747
-8,426
-10% -$383K 0.21% 95
2023
Q2 		$3.98M Buy
86,173
+1,719
+2% +$79.6K 0.24% 79
2023
Q1 		$3.95M Buy
84,454
+51,638
+157% +$2.39M 0.27% 79
2022
Q4 		$1.5M Sell
32,816
-22,049
-40% -$990K 0.11% 145
2022
Q3 		$2.41M Sell
54,865
-16,390
-23% -$754K 0.18% 103
2022
Q2 		$3.27M Buy
71,255
+4,326
+6% +$200K 0.23% 82
2022
Q1 		$3.21M Sell
66,929
-1,131
-2% -$56.4K 0.18% 97
2021
Q4 		$3.52M Buy
68,060
+15,576
+30% +$803K 0.2% 93
2021
Q3 		$2.71M Buy
52,484
+753
+1% +$39.3K 0.18% 94
2021
Q2 		$2.7M Buy
51,731
+554
+1% +$28.8K 0.19% 101
2021
Q1 		$2.64M Sell
51,177
-33
-0.1% -$1.72K 0.21% 90
2020
Q4 		$2.69M Buy
51,210
+434
+0.9% +$22.6K 0.24% 85
2020
Q3 		$2.64M Buy
50,776
+6,882
+16% +$359K 0.28% 79
2020
Q2 		$2.27M Buy
43,894
+10,493
+31% +$534K 0.29% 79
2020
Q1 		$1.67M Buy
33,401
+2,322
+7% +$118K 0.26% 80
2019
Q4 		$1.57M Buy
+31,079
New +$1.57M 0.22% 93

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

SteelPeak Wealth's TFI Position: Q1 2026 in Review

SteelPeak Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 45,336 shares — an estimated $2.07M sold.

SteelPeak Wealth first reported a position in TFI in Q4 2019 and held it in 25 quarters. The position peaked at $3.98M in Q2 2023. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

  • SteelPeak Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 45,336 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $2.07M.
  • SteelPeak Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 25 quarters.
  • SteelPeak Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.98M in Q2 2023.
  • 333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.