WCP
TFI icon

Wealthcare Capital Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Wealthcare Capital Partners’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 		$643K Sell
14,049
-186
-1% -$8.47K 0.27% 78
2026
Q1 		$645K Sell
14,235
-250
-2% -$11.5K 0.3% 64
2025
Q4 		$662K Sell
14,485
-1,098
-7% -$50.2K 0.31% 61
2025
Q3 		$710K Sell
15,583
-294
-2% -$13.2K 0.33% 58
2025
Q2 		$709K Sell
15,877
-1,885
-11% -$83.8K 0.36% 51
2025
Q1 		$801K Buy
17,762
+32
+0.2% +$1.46K 0.41% 42
2024
Q4 		$809K Buy
+17,730
New +$818K 0.42% 38

Other funds holding TFI

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealthcare Capital Partners's TFI Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 1.3% in Q2 2026, selling an estimated $8.47K and leaving 14,049 shares worth $643K. The position accounts for 0.27% of the portfolio, ranked #78.

Wealthcare Capital Partners first reported a position in TFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $809K in Q4 2024. 137 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Wealthcare Capital Partners held 14,049 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $643K as of Q2 2026.
  • Wealthcare Capital Partners sold 186 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $8.47K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.27% of Wealthcare Capital Partners's portfolio in Q2 2026, its #78 holding.
  • Wealthcare Capital Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthcare Capital Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $809K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.