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Tilson Financial Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Tilson Financial Group’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 		$1.16M Buy
25,239
+937
+4% +$42.7K 0.32% 35
2026
Q1 		$1.1M Buy
24,302
+833
+4% +$38.2K 0.33% 35
2025
Q4 		$1.07M Buy
23,469
+1,249
+6% +$57.1K 0.33% 37
2025
Q3 		$1.01M Buy
22,220
+2,074
+10% +$92.9K 0.33% 37
2025
Q2 		$900K Buy
20,146
+2,137
+12% +$94.9K 0.34% 35
2025
Q1 		$811K Buy
18,009
+300
+2% +$13.7K 0.32% 37
2024
Q4 		$808K Buy
17,709
+1,505
+9% +$69.4K 0.33% 37
2024
Q3 		$759K Sell
16,204
-378
-2% -$17.5K 0.33% 37
2024
Q2 		$759K Sell
16,582
-1,454
-8% -$66.6K 0.77% 19
2024
Q1 		$838K Buy
+18,036
New +$842K 0.45% 34

Other funds holding TFI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Tilson Financial Group's TFI Position: Q2 2026 in Review

Tilson Financial Group increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 3.9% in Q2 2026, buying an estimated $42.7K and bringing the position to 25,239 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #35.

Tilson Financial Group first reported a position in TFI in Q1 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Tilson Financial Group held 25,239 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.16M as of Q2 2026.
  • Tilson Financial Group bought 937 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $42.7K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.32% of Tilson Financial Group's portfolio in Q2 2026, its #35 holding.
  • Tilson Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.