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

WealthShield 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	$959K	Sell	20,937 -15,285	-42%	-$696K	0.15%	131
2026 Q1	$1.64M	Sell	36,222 -28,532	-44%	-$1.31M	0.18%	141
2025 Q4	$2.96M	Buy	64,754 +19,784	+44%	+$905K	0.33%	87
2025 Q3	$2.05M	Sell	44,970 -3,350	-7%	-$150K	0.23%	115
2025 Q2	$2.16M	Sell	48,320 -2,826	-6%	-$126K	0.26%	104
2025 Q1	$2.3M	Sell	51,146 -4,183	-8%	-$191K	0.3%	98
2024 Q4	$2.52M	Buy	55,329 +31,215	+129%	+$1.44M	0.36%	80
2024 Q3	$1.13M	Sell	24,114 -515	-2%	-$23.9K	0.15%	143
2024 Q2	$1.13M	Sell	24,629 -425	-2%	-$19.5K	0.17%	135
2024 Q1	$1.16M	Sell	25,054 -27,429	-52%	-$1.28M	0.19%	133
2023 Q4	$2.47M	Buy	52,483 +25,398	+94%	+$1.14M	0.41%	71
2023 Q3	$1.18M	Sell	27,085 -5,645	-17%	-$257K	0.18%	132
2023 Q2	$1.51M	Sell	32,730 -3,098	-9%	-$143K	0.23%	111
2023 Q1	$1.68M	Sell	35,828 -16,149	-31%	-$748K	0.27%	100
2022 Q4	$2.37M	Sell	51,977 -15,018	-22%	-$674K	0.45%	58
2022 Q3	$2.95M	Buy	66,995 +37,994	+131%	+$1.75M	0.58%	40
2022 Q2	$1.33M	Sell	29,001 -2,720	-9%	-$126K	0.26%	98
2022 Q1	$1.52M	Sell	31,721 -46,488	-59%	-$2.32M	0.24%	99
2021 Q4	$4.05M	Buy	78,209 +73,721	+1,643%	+$3.8M	0.67%	42
2021 Q3	$232K	Sell	4,488 -1,080	-19%	-$56.3K	0.06%	214
2021 Q2	$29K	Buy	5,568 +4,568	+457%	+$238K	﹤0.01%	589
2021 Q1	$52K	Sell	1,000 -4,618	-82%	-$240K	0.01%	453
2020 Q4	$294K	Buy	5,618 +1,000	+22%	+$52.1K	0.05%	239
2020 Q3	$240K	Hold	4,618	–	–	0.08%	224
2020 Q2	$238K	Hold	4,618	–	–	0.11%	177
2020 Q1	$232K	Sell	4,618 -662	-13%	-$33.6K	0.14%	140
2019 Q4	$267K	Sell	5,280 -596	-10%	-$30.2K	0.13%	152
2019 Q3	$298K	Hold	5,876	–	–	0.16%	134
2019 Q2	$295K	Sell	5,876 -285	-5%	-$14.2K	0.17%	120
2019 Q1	$304K	Hold	6,161	–	–	0.17%	104
2018 Q4	$297K	Buy	6,161 +285	+5%	+$13.5K	0.2%	91
2018 Q3	$279K	Sell	5,876 -56	-0.9%	-$2.68K	0.16%	97
2018 Q2	$285K	Hold	5,932	–	–	0.17%	90
2018 Q1	$285K	Buy	5,932 +2,253	+61%	+$108K	0.18%	88
2017 Q4	$180K	Buy	+3,679	New	+$180K	0.11%	127

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

WealthShield Partners's TFI Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 42% in Q2 2026, selling an estimated $696K and leaving 20,937 shares worth $959K. The position accounts for 0.15% of the portfolio, ranked #131.

WealthShield Partners first reported a position in TFI in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.05M in Q4 2021. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

WealthShield Partners held 20,937 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $959K as of Q2 2026.
WealthShield Partners sold 15,285 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $696K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.15% of WealthShield Partners's portfolio in Q2 2026, its #131 holding.
WealthShield Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and has held it in 35 quarters since.
WealthShield Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.05M in Q4 2021.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.