Advus Financial Partners, LLC’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Advus Financial Partners, LLC’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	$2M	Buy	43,631 +345	+0.8%	+$15.7K	0.45%	48
2026 Q1	$1.96M	Buy	43,286 +4,577	+12%	+$210K	0.49%	45
2025 Q4	$1.77M	Buy	38,709 +3,941	+11%	+$180K	0.43%	47
2025 Q3	$1.58M	Buy	34,768 +18,711	+117%	+$838K	0.38%	50
2025 Q2	$717K	Buy	+16,057	New	+$713K	0.18%	86
2023 Q3	–	Sell	-14,418	Closed	-$666K	–	166
2023 Q2	$666K	Sell	14,418 -809	-5%	-$37.5K	0.26%	59
2023 Q1	$713K	Buy	15,227 +5,325	+54%	+$247K	0.3%	53
2022 Q4	$452K	Buy	+9,902	New	+$445K	0.2%	78

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

Advus Financial Partners, LLC's TFI Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.8% in Q2 2026, buying an estimated $15.7K and bringing the position to 43,631 shares worth $2M. The position accounts for 0.45% of the portfolio, ranked #48.

Advus Financial Partners, LLC first reported a position in TFI in Q4 2022 and has held it in 8 quarters since. 338 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Advus Financial Partners, LLC held 43,631 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $2M as of Q2 2026.
Advus Financial Partners, LLC bought 345 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $15.7K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.45% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #48 holding.
Advus Financial Partners, LLC first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and has held it in 8 quarters since.
338 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.