Truist Financial
TFI icon

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

Truist Financial’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 		$23.6M Buy
514,739
+87,707
+21% +$3.99M 0.03% 397
2026
Q1 		$19.4M Sell
427,032
-37,253
-8% -$1.71M 0.03% 417
2025
Q4 		$21.2M Buy
464,285
+158,096
+52% +$7.23M 0.03% 394
2025
Q3 		$14M Buy
306,189
+3,019
+1% +$135K 0.02% 512
2025
Q2 		$13.5M Buy
303,170
+173,636
+134% +$7.71M 0.02% 509
2025
Q1 		$5.84M Buy
129,534
+5,304
+4% +$242K 0.01% 766
2024
Q4 		$5.67M Buy
124,230
+933
+0.8% +$43K 0.01% 780
2024
Q3 		$5.77M Sell
123,297
-4,786
-4% -$222K 0.01% 774
2024
Q2 		$5.86M Sell
128,083
-107,943
-46% -$4.94M 0.01% 796
2024
Q1 		$11M Buy
236,026
+31,074
+15% +$1.45M 0.02% 596
2023
Q4 		$9.63M Buy
204,952
+91,603
+81% +$4.11M 0.02% 628
2023
Q3 		$4.95M Sell
113,349
-20,456
-15% -$930K 0.01% 846
2023
Q2 		$6.18M Sell
133,805
-543
-0.4% -$25.1K 0.01% 763
2023
Q1 		$6.29M Sell
134,348
-18,212
-12% -$844K 0.01% 745
2022
Q4 		$6.96M Buy
152,560
+9,753
+7% +$438K 0.01% 701
2022
Q3 		$6.28M Sell
142,807
-12,361
-8% -$568K 0.01% 704
2022
Q2 		$7.12M Buy
155,168
+18,803
+14% +$868K 0.01% 688
2022
Q1 		$6.53M Sell
136,365
-6,347
-4% -$316K 0.01% 787
2021
Q4 		$7.38M Sell
142,712
-15,282
-10% -$788K 0.01% 749
2021
Q3 		$8.15M Buy
157,994
+6,800
+4% +$355K 0.01% 705
2021
Q2 		$7.88M Sell
151,194
-46,036
-23% -$2.4M 0.01% 718
2021
Q1 		$10.2M Sell
197,230
-6,383
-3% -$332K 0.02% 588
2020
Q4 		$10.7M Buy
203,613
+9,407
+5% +$490K 0.02% 576
2020
Q3 		$10.1M Buy
194,206
+7,992
+4% +$417K 0.02% 548
2020
Q2 		$9.62M Sell
186,214
-4,164
-2% -$212K 0.02% 536
2020
Q1 		$9.52M Sell
190,378
-18,604
-9% -$945K 0.03% 499
2019
Q4 		$10.6M Buy
+208,982
New +$10.6M 0.02% 560

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

Truist Financial's TFI Position: Q2 2026 in Review

Truist Financial increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 21% in Q2 2026, buying an estimated $3.99M and bringing the position to 514,739 shares worth $23.6M. The position accounts for 0.03% of the portfolio, ranked #397.

Truist Financial first reported a position in TFI in Q4 2019 and has held it in 27 quarters since. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Truist Financial held 514,739 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $23.6M as of Q2 2026.
  • Truist Financial bought 87,707 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $3.99M.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #397 holding.
  • Truist Financial first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

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