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Action Point Financial Planning’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Action Point Financial Planning’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 		$20.1K Buy
+439
New +$20K ﹤0.01% 1131

Other funds holding TFI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
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

Action Point Financial Planning's TFI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 439 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings.

337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

  • Action Point Financial Planning held 439 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $20.1K as of Q2 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1131 holding.
  • 337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.