Cornerstone Planning Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Cornerstone Planning Group’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	$151K	Buy	3,358 +4	+0.1%	+$182	0.02%	198
2026 Q1	$152K	Buy	3,354 +2,856	+573%	+$131K	0.02%	194
2025 Q4	$22.9K	Buy	498 +487	+4,427%	+$22.3K	﹤0.01%	553
2025 Q3	$528	Buy	+11	New	+$493	﹤0.01%	1466
2024 Q4	–	Sell	-13	Closed	-$606	–	1489
2024 Q3	$606	Sell	13 -1	-7%	-$46	﹤0.01%	1045
2024 Q2	$613	Hold	14	–	–	﹤0.01%	1045
2024 Q1	$598	Buy	14 +1	+8%	+$47	﹤0.01%	885
2023 Q4	$611	Hold	13	–	–	﹤0.01%	761
2023 Q3	$568	Buy	+13	New	+$591	﹤0.01%	876

Other funds holding TFI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Cornerstone Planning Group's TFI Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.12% in Q2 2026, buying an estimated $182 and bringing the position to 3,358 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #198.

Cornerstone Planning Group first reported a position in TFI in Q3 2023 and has held it in 9 quarters since. The position peaked at $152K in Q1 2026. 221 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Cornerstone Planning Group held 3,358 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $151K as of Q2 2026.
Cornerstone Planning Group bought 4 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $182.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #198 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2023 and has held it in 9 quarters since.
Cornerstone Planning Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $152K in Q1 2026.
221 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.