VisionPoint Advisory Group
TFI icon

VisionPoint Advisory Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

VisionPoint Advisory 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 		$253K Buy
5,916
+990
+20% +$44.2K 0.04% 387
2026
Q2 		$226K Buy
+4,926
New +$224K 0.04% 433

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CFO
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Wealth Enhancement Advisory Services
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AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
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BIM
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VisionPoint Advisory Group's TFI Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 20% in Q3 2026, buying an estimated $44.2K and bringing the position to 5,916 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #387.

VisionPoint Advisory Group first reported a position in TFI in Q2 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

  • VisionPoint Advisory Group held 5,916 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $253K as of Q3 2026.
  • VisionPoint Advisory Group bought 990 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2026, an estimated $44.2K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #387 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.