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Strategic Financial Concepts’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Strategic Financial Concepts’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 		– Sell
-17,993
Closed -$816K – 317
2026
Q1 		$816K Buy
17,993
+10,963
+156% +$503K 0.2% 116
2025
Q4 		$321K Buy
+7,030
New +$321K 0.29% 83

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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

Strategic Financial Concepts's TFI Position: Q2 2026 in Review

Strategic Financial Concepts sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026, closing a stake of 17,993 shares — an estimated $816K sold.

Strategic Financial Concepts first reported a position in TFI in Q4 2025 and held it in 2 quarters. The position peaked at $816K in Q1 2026. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Strategic Financial Concepts reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,993 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $816K.
  • Strategic Financial Concepts first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $816K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.