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Vise Technologies’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Vise Technologies’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 		$2.28M Buy
49,686
+4,294
+9% +$195K 0.03% 495
2026
Q1 		$2.07M Hold
45,392
– – 0.04% 355
2025
Q4 		$2.07M Buy
45,392
+1,494
+3% +$68.3K 0.04% 356
2025
Q3 		$2M Buy
43,898
+2,715
+7% +$122K 0.07% 254
2025
Q2 		$1.84M Buy
+41,183
New +$1.83M 0.08% 281
2024
Q4 		$920K Sell
20,176
-1,873
-8% -$86.4K 0.08% 272
2024
Q3 		$1.03M Sell
22,049
-1,740
-7% -$80.7K 0.13% 155
2024
Q2 		$1.09M Sell
23,789
-126
-0.5% -$5.77K 0.19% 105
2024
Q1 		$1.11M Sell
23,915
-4,311
-15% -$201K 0.22% 100
2023
Q4 		$1.33M Sell
28,226
-5,088
-15% -$228K 0.29% 86
2023
Q3 		$1.46M Buy
33,314
+1,985
+6% +$90.2K 0.36% 75
2023
Q2 		$1.45M Sell
31,329
-643
-2% -$29.8K 0.35% 70
2023
Q1 		$1.5M Sell
31,972
-2,522
-7% -$117K 0.39% 60
2022
Q4 		$1.57M Buy
34,494
+4,608
+15% +$207K 0.49% 45
2022
Q3 		$1.31M Buy
+29,886
New +$1.37M 0.5% 41

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

Vise Technologies's TFI Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 9.5% in Q2 2026, buying an estimated $195K and bringing the position to 49,686 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #495.

Vise Technologies first reported a position in TFI in Q3 2022 and has held it in 15 quarters since. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Vise Technologies held 49,686 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2.28M as of Q2 2026.
  • Vise Technologies bought 4,294 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $195K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #495 holding.
  • Vise Technologies first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.