Financial Network Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Financial Network Wealth Management’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	$1.19M	Buy	26,309 +1,580	+6%	+$72.5K	0.38%	39
2025 Q4	$1.13M	Hold	24,729	–	–	0.35%	43
2025 Q3	$1.13M	Buy	+24,729	New	+$1.11M	0.35%	42
2025 Q1	$1.11M	Hold	24,729	–	–	0.39%	45
2024 Q4	$1.13M	Hold	24,729	–	–	0.4%	44
2024 Q3	$1.16M	Hold	24,729	–	–	0.42%	45
2024 Q2	$1.13M	Hold	24,729	–	–	0.43%	43
2024 Q1	$1.14M	Hold	24,729	–	–	0.54%	33
2023 Q4	$1.16M	Buy	+24,729	New	+$1.11M	0.5%	41

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Financial Network Wealth Management's TFI Position: Q1 2026 in Review

Financial Network Wealth Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 6.4% in Q1 2026, buying an estimated $72.5K and bringing the position to 26,309 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #39.

Financial Network Wealth Management first reported a position in TFI in Q4 2023 and has held it in 9 quarters since. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Financial Network Wealth Management held 26,309 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.19M as of Q1 2026.
Financial Network Wealth Management bought 1,580 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $72.5K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.38% of Financial Network Wealth Management's portfolio in Q1 2026, its #39 holding.
Financial Network Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2023 and has held it in 9 quarters since.
332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.