Stokes Family Office’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Stokes Family Office’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	$709K	Hold	15,479	–	–	0.08%	158
2026 Q1	$702K	Sell	15,479 -300	-2%	-$13.8K	0.07%	161
2025 Q4	$721K	Sell	15,779 -668	-4%	-$30.5K	0.07%	159
2025 Q3	$749K	Sell	16,447 -1,490	-8%	-$66.8K	0.07%	144
2025 Q2	$801K	Sell	17,937 -360	-2%	-$16K	0.08%	127
2025 Q1	$825K	Sell	18,297 -985	-5%	-$44.9K	0.09%	128
2024 Q4	$880K	Hold	19,282	–	–	0.09%	128
2024 Q3	$903K	Buy	+19,282	New	+$894K	0.1%	123
2023 Q4	–	Sell	-43,999	Closed	-$1.92M	–	328
2023 Q3	$1.92M	Sell	43,999 -48,790	-53%	-$2.22M	0.23%	85
2023 Q2	$4.28M	Buy	92,789 +13,611	+17%	+$630K	0.49%	42
2023 Q1	$3.71M	Sell	79,178 -70	-0.1%	-$3.24K	0.46%	51
2022 Q4	$3.62M	Sell	79,248 -2,170	-3%	-$97.5K	0.47%	50
2022 Q3	$3.58M	Buy	81,418 +51,848	+175%	+$2.38M	0.51%	47
2022 Q2	$1.36M	Buy	29,570 +18,742	+173%	+$866K	0.19%	89
2022 Q1	$518K	Buy	10,828 +1,680	+18%	+$83.7K	0.07%	160
2021 Q4	$473K	Buy	+9,148	New	+$472K	0.06%	160

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

Stokes Family Office's TFI Position: Q2 2026 in Review

Stokes Family Office held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 15,479 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #158.

Stokes Family Office first reported a position in TFI in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.28M in Q2 2023. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Stokes Family Office held 15,479 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $709K as of Q2 2026.
Stokes Family Office left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.08% of Stokes Family Office's portfolio in Q2 2026, its #158 holding.
Stokes Family Office first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 16 quarters since.
Stokes Family Office's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.28M in Q2 2023.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.