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

World Investment 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 Q2	$1.07M	Buy	23,481 +888	+4%	+$40.4K	0.02%	682
2026 Q1	$1.02M	Sell	22,593 -1,196	-5%	-$54.9K	0.02%	702
2025 Q4	$1.09M	Buy	23,789 +18,676	+365%	+$854K	0.02%	660
2025 Q3	$233K	Sell	5,113 -162	-3%	-$7.26K	﹤0.01%	1099
2025 Q2	$236K	Buy	5,275 +287	+6%	+$12.8K	0.01%	1023
2025 Q1	$225K	Buy	+4,988	New	+$227K	0.01%	969
2024 Q3	–	Sell	-4,434	Closed	-$203K	–	927
2024 Q2	$203K	Buy	+4,434	New	+$203K	0.01%	599
2024 Q1	–	Sell	-4,835	Closed	-$227K	–	469
2023 Q4	$227K	Buy	+4,835	New	+$217K	0.03%	345

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

World Investment Advisors's TFI Position: Q2 2026 in Review

World Investment Advisors increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 3.9% in Q2 2026, buying an estimated $40.4K and bringing the position to 23,481 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #682.

World Investment Advisors first reported a position in TFI in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.09M in Q4 2025. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

World Investment Advisors held 23,481 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.07M as of Q2 2026.
World Investment Advisors bought 888 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $40.4K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #682 holding.
World Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 8 quarters since.
World Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.09M in Q4 2025.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.