Twin Peaks Wealth Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-70	Closed	-$3.17K	–	1992
2026 Q1	$3.17K	Buy	+70	New	+$3.21K	﹤0.01%	1555
2025 Q3	–	Sell	-70	Closed	-$3.12K	–	1918
2025 Q2	$3.12K	Buy	+70	New	+$3.11K	﹤0.01%	1494

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

Twin Peaks Wealth Advisors's TFI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026, closing a stake of 70 shares — an estimated $3.17K sold.

Twin Peaks Wealth Advisors first reported a position in TFI in Q2 2025 and held it in 2 quarters. The position peaked at $3.17K in Q1 2026. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 70 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $3.17K.
Twin Peaks Wealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.17K in Q1 2026.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.