FLA
TFI icon

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

Financial Life 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 		$812K Hold
17,905
– – 0.25% 32
2025
Q4 		$818K Hold
17,905
– – 0.25% 31
2025
Q3 		$816K Hold
17,905
– – 0.26% 32
2025
Q2 		$800K Sell
17,905
-2,585
-13% -$115K 0.27% 32
2025
Q1 		$923K Sell
20,490
-6,762
-25% -$308K 0.34% 29
2024
Q4 		$1.24M Sell
27,252
-369
-1% -$17K 0.47% 24
2024
Q3 		$1.29M Hold
27,621
– – 0.49% 24
2024
Q2 		$1.26M Hold
27,621
– – 0.51% 24
2024
Q1 		$1.28M Sell
27,621
-1,766
-6% -$82.5K 0.54% 23
2023
Q4 		$1.38M Buy
+29,387
New +$1.32M 0.59% 28

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