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

WBH Advisory’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 		$1,000K Sell
21,829
-4,048
-16% -$184K 0.07% 181
2026
Q1 		$1.17M Sell
25,877
-6
-0% -$275 0.09% 155
2025
Q4 		$1.18M Buy
25,883
+968
+4% +$44.3K 0.09% 152
2025
Q3 		$1.14M Sell
24,915
-3,434
-12% -$154K 0.09% 155
2025
Q2 		$1.27M Sell
28,349
-5,922
-17% -$263K 0.11% 138
2025
Q1 		$1.54M Buy
34,271
+2,312
+7% +$105K 0.14% 111
2024
Q4 		$1.46M Buy
31,959
+3,508
+12% +$162K 0.14% 114
2024
Q3 		$1.33M Sell
28,451
-400
-1% -$18.5K 0.13% 122
2024
Q2 		$1.32M Buy
28,851
+289
+1% +$13.2K 0.13% 124
2024
Q1 		$1.33M Sell
28,562
-532
-2% -$24.8K 0.14% 124
2023
Q4 		$1.37M Sell
29,094
-22,172
-43% -$994K 0.15% 119
2023
Q3 		$2.24M Sell
51,266
-1,734
-3% -$78.8K 0.27% 75
2023
Q2 		$2.45M Buy
53,000
+1,320
+3% +$61.1K 0.29% 74
2023
Q1 		$2.42M Buy
+51,680
New +$2.39M 0.3% 78
2022
Q3 		$1.5M Buy
34,101
+17,800
+109% +$818K 0.22% 102
2022
Q2 		$756K Buy
16,301
+1,806
+12% +$83.4K 0.1% 163
2022
Q1 		$669K Buy
+14,495
New +$722K 0.08% 187

Other funds holding TFI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

WBH Advisory's TFI Position: Q2 2026 in Review

WBH Advisory reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 16% in Q2 2026, selling an estimated $184K and leaving 21,829 shares worth $1,000K. The position accounts for 0.07% of the portfolio, ranked #181.

WBH Advisory first reported a position in TFI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.45M in Q2 2023. 228 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • WBH Advisory held 21,829 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1,000K as of Q2 2026.
  • WBH Advisory sold 4,048 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $184K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.07% of WBH Advisory's portfolio in Q2 2026, its #181 holding.
  • WBH Advisory first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • WBH Advisory's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.45M in Q2 2023.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.