Waverly Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Waverly 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 Q1	$5.94M	Buy	130,947 +98,821	+308%	+$4.53M	0.04%	368
2025 Q4	$1.47M	Buy	32,126 +475	+2%	+$21.7K	0.01%	651
2025 Q3	$1.44M	Sell	31,651 -892	-3%	-$40K	0.01%	561
2025 Q2	$1.45M	Buy	32,543 +16,997	+109%	+$755K	0.02%	550
2025 Q1	$701K	Buy	15,546 +2,446	+19%	+$112K	0.01%	688
2024 Q4	$598K	Buy	13,100 +500	+4%	+$23.1K	0.01%	642
2024 Q3	$590K	Buy	12,600 +5,110	+68%	+$237K	0.01%	551
2024 Q2	$343K	Sell	7,490 -1,521	-17%	-$69.6K	0.01%	638
2024 Q1	$419K	Buy	+9,011	New	+$421K	0.01%	511

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Waverly Advisors's TFI Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 308% in Q1 2026, buying an estimated $4.53M and bringing the position to 130,947 shares worth $5.94M. The position accounts for 0.04% of the portfolio, ranked #368.

Waverly Advisors first reported a position in TFI in Q1 2024 and has held it in 9 quarters since. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Waverly Advisors held 130,947 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $5.94M as of Q1 2026.
Waverly Advisors bought 98,821 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $4.53M.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #368 holding.
Waverly Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.