Wealth Enhancement Advisory Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Wealth Enhancement Advisory Services’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	$3.16M	Sell	69,306 -3,082	-4%	-$140K	0.01%	1282
2026 Q1	$3.28M	Sell	72,388 -29,481	-29%	-$1.35M	0.01%	1123
2025 Q4	$4.67M	Sell	101,869 -1,906	-2%	-$87.1K	0.01%	1055
2025 Q3	$4.72M	Sell	103,775 -3,695	-3%	-$166K	0.01%	982
2025 Q2	$4.79M	Sell	107,470 -18,898	-15%	-$840K	0.01%	918
2025 Q1	$5.7M	Sell	126,368 -20,261	-14%	-$924K	0.01%	782
2024 Q4	$6.69M	Buy	146,629 +2,224	+2%	+$103K	0.01%	701
2024 Q3	$6.76M	Buy	144,405 +6,681	+5%	+$310K	0.01%	634
2024 Q2	$6.3M	Sell	137,724 -8,903	-6%	-$408K	0.02%	623
2024 Q1	$6.82M	Buy	146,627 +834	+0.6%	+$39K	0.02%	591
2023 Q4	$6.85M	Sell	145,793 -564,860	-79%	-$25.3M	0.02%	519
2023 Q3	$31.1M	Buy	710,653 +640,598	+914%	+$29.1M	0.1%	205
2023 Q2	$3.23M	Sell	70,055 -80,674	-54%	-$3.74M	0.03%	161
2023 Q1	$7.06M	Buy	150,729 +31,958	+27%	+$1.48M	0.08%	111
2022 Q4	$5.59M	Sell	118,771 -47,498	-29%	-$2.13M	0.07%	114
2022 Q3	$7.38M	Buy	166,269 +87,614	+111%	+$4.03M	0.11%	97
2022 Q2	$3.64M	Sell	78,655 -15,392	-16%	-$711K	0.05%	159
2022 Q1	$4.51M	Buy	94,047 +87,752	+1,394%	+$4.37M	0.06%	137
2021 Q4	$316K	Buy	+6,295	New	+$325K	﹤0.01%	270

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

Wealth Enhancement Advisory Services's TFI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 4.3% in Q2 2026, selling an estimated $140K and leaving 69,306 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #1282.

Wealth Enhancement Advisory Services first reported a position in TFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.1M in Q3 2023. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Wealth Enhancement Advisory Services held 69,306 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3.16M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,082 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1282 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $31.1M in Q3 2023.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.