TD Private Client Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

TD Private Client 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 Q2	$16M	Buy	350,211 +30,562	+10%	+$1.39M	0.29%	54
2026 Q1	$14.5M	Buy	319,649 +73,192	+30%	+$3.36M	0.3%	56
2025 Q4	$11.3M	Buy	246,457 +47,983	+24%	+$2.19M	0.24%	64
2025 Q3	$9.04M	Buy	198,474 +46,592	+31%	+$2.09M	0.2%	74
2025 Q2	$6.78M	Sell	151,882 -48,140	-24%	-$2.14M	0.17%	91
2025 Q1	$9.01M	Buy	200,022 +13,480	+7%	+$615K	0.25%	67
2024 Q4	$8.51M	Buy	186,542 +45,010	+32%	+$2.08M	0.24%	70
2024 Q3	$6.63M	Buy	141,532 +2,320	+2%	+$108K	0.19%	82
2024 Q2	$6.37M	Buy	139,212 +8,926	+7%	+$409K	0.2%	80
2024 Q1	$6.06M	Buy	130,286 +4,422	+4%	+$207K	0.2%	80
2023 Q4	$5.92M	Sell	125,864 -7,691	-6%	-$345K	0.21%	80
2023 Q3	$5.84M	Buy	133,555 +13,902	+12%	+$632K	0.25%	77
2023 Q2	$5.52M	Sell	119,653 -13,369	-10%	-$619K	0.24%	92
2023 Q1	$6.23M	Sell	133,022 -1,835	-1%	-$85K	0.28%	80
2022 Q4	$6.15M	Sell	134,857 -38,774	-22%	-$1.74M	0.29%	70
2022 Q3	$7.64M	Buy	173,631 +9,521	+6%	+$438K	0.39%	49
2022 Q2	$7.53M	Buy	164,110 +593	+0.4%	+$27.4K	0.37%	51
2022 Q1	$7.83M	Sell	163,517 -4,112	-2%	-$205K	0.33%	65
2021 Q4	$8.67M	Sell	167,629 -20,156	-11%	-$1.04M	0.36%	56
2021 Q3	$9.68M	Buy	187,785 +12,680	+7%	+$661K	0.41%	49
2021 Q2	$9.12M	Buy	175,105 +2,684	+2%	+$140K	0.39%	52
2021 Q1	$8.91M	Buy	172,421 +15,449	+10%	+$804K	0.42%	51
2020 Q4	$8.24M	Buy	156,972 +5,458	+4%	+$284K	0.42%	52
2020 Q3	$7.87M	Buy	151,514 +10,609	+8%	+$553K	0.44%	51
2020 Q2	$7.28M	Buy	140,905 +18,935	+16%	+$964K	0.43%	55
2020 Q1	$6.1M	Sell	121,970 -14,040	-10%	-$713K	0.44%	54
2019 Q4	$6.88M	Buy	+136,010	New	+$6.88M	0.41%	56

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

TD Private Client Wealth's TFI Position: Q2 2026 in Review

TD Private Client Wealth increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 9.6% in Q2 2026, buying an estimated $1.39M and bringing the position to 350,211 shares worth $16M. The position accounts for 0.29% of the portfolio, ranked #54.

TD Private Client Wealth first reported a position in TFI in Q4 2019 and has held it in 27 quarters since. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

TD Private Client Wealth held 350,211 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $16M as of Q2 2026.
TD Private Client Wealth bought 30,562 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $1.39M.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.29% of TD Private Client Wealth's portfolio in Q2 2026, its #54 holding.
TD Private Client Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and has held it in 27 quarters since.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.