CGFA
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Colton Groome Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Colton Groome Financial 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
Q1 		$261K Buy
5,750
+200
+4% +$9.18K 0.07% 121
2025
Q4 		$254K Buy
5,550
+700
+14% +$32K 0.07% 123
2025
Q3 		$221K Buy
4,850
+350
+8% +$15.7K 0.07% 131
2025
Q2 		$201K Buy
+4,500
New +$200K 0.07% 134
2024
Q4 		– Sell
-4,300
Closed -$201K – 133
2024
Q3 		$201K Sell
4,300
-250
-5% -$11.6K 0.08% 126
2024
Q2 		$208K Hold
4,550
– – 0.08% 117
2024
Q1 		$211K Hold
4,550
– – 0.09% 113
2023
Q4 		$214K Buy
+4,550
New +$204K 0.09% 115
2022
Q2 		– Sell
-4,250
Closed -$203K – 120
2022
Q1 		$203K Buy
+4,250
New +$212K 0.09% 108

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return