Asset Planning Inc’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Asset Planning Inc’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	$29.2K	Hold	637	–	–	0.02%	191
2026 Q1	$28.9K	Hold	637	–	–	0.02%	185
2025 Q4	$29.1K	Hold	637	–	–	0.02%	185
2025 Q3	$29K	Hold	637	–	–	0.02%	185
2025 Q2	$28.5K	Hold	637	–	–	0.02%	187
2025 Q1	$28.7K	Hold	637	–	–	0.02%	188
2024 Q4	$29.1K	Buy	+637	New	+$29.4K	0.02%	188

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

Asset Planning Inc's TFI Position: Q2 2026 in Review

Asset Planning Inc held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q2 2026 at 637 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #191.

Asset Planning Inc first reported a position in TFI in Q4 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Asset Planning Inc held 637 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $29.2K as of Q2 2026.
Asset Planning Inc left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #191 holding.
Asset Planning Inc first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.