Tilson Financial Group
TFI icon

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
Q3 		$1.08M Sell
25,237
-2
-0% -$89 0.3% 38
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Tilson Financial Group's TFI Position: Q3 2026 in Review

Tilson Financial Group reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.01% in Q3 2026, selling an estimated $89 and leaving 25,237 shares worth $1.08M. The position accounts for 0.3% of the portfolio, ranked #38.

Tilson Financial Group first reported a position in TFI in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2026. 207 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

  • Tilson Financial Group held 25,237 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.08M as of Q3 2026.
  • Tilson Financial Group sold 2 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $89.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.3% of Tilson Financial Group's portfolio in Q3 2026, its #38 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 11 quarters since.
  • Tilson Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.16M in Q2 2026.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.