Sunbelt Securities’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sunbelt Securities’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	$14.2K	Hold	313	–	–	﹤0.01%	1403
2025 Q4	$14.3K	Hold	313	–	–	﹤0.01%	1345
2025 Q3	$14.3K	Hold	313	–	–	﹤0.01%	1355
2025 Q2	$14.3K	Hold	313	–	–	﹤0.01%	1230
2025 Q1	$14.1K	Hold	313	–	–	﹤0.01%	1195
2024 Q4	$14.3K	Hold	313	–	–	﹤0.01%	1233
2024 Q3	$14.7K	Hold	313	–	–	﹤0.01%	1221
2024 Q2	$14.3K	Sell	313 -1	-0.3%	-$46	﹤0.01%	1193
2024 Q1	$14.6K	Buy	314 +1	+0.3%	+$47	﹤0.01%	1152
2023 Q4	$14.7K	Hold	313	–	–	﹤0.01%	1094
2023 Q3	$13.7K	Hold	313	–	–	﹤0.01%	1089
2023 Q2	$14.4K	Hold	313	–	–	﹤0.01%	1089
2023 Q1	$14.6K	Buy	+313	New	+$14.5K	﹤0.01%	1034

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Sunbelt Securities's TFI Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q1 2026 at 313 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Sunbelt Securities first reported a position in TFI in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.7K in Q4 2023. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Sunbelt Securities held 313 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $14.2K as of Q1 2026.
Sunbelt Securities left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q1 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1403 holding.
Sunbelt Securities first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $14.7K in Q4 2023.
333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.