Downshift Financial’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Downshift Financial’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	$3.57K	Buy	+78	New	+$3.55K	﹤0.01%	385

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

Downshift Financial's TFI Position: Q2 2026 in Review

Downshift Financial opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 78 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings.

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

Downshift Financial held 78 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3.57K as of Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Downshift Financial position in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #385 holding.
337 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.