BOLTON SECURITIES CORPORATION’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$5.8K	Buy	+128	New	+$5.87K	﹤0.01%	1732
2025 Q3	$5.83K	Buy	+128	New	+$5.74K	﹤0.01%	1671
2025 Q1	$5.77K	Buy	+128	New	+$5.84K	﹤0.01%	1550

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TFI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026: 128 shares worth $5.8K. The stake represents ﹤0.01% of the portfolio and ranks #1732 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in TFI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in TFI in Q1 2025 and has held it in 3 quarters since. The position peaked at $5.83K in Q3 2025. 334 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

BOLTON SECURITIES CORPORATION held 128 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $5.8K as of Q1 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1732 holding.
BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $5.83K in Q3 2025.
334 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.