Focus Partners Wealth
TFI icon

Focus Partners Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Focus Partners Wealth’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 		$347K Sell
7,812
-1,008
-11% -$46.3K ﹤0.01% 2112
2025
Q4 		$403K Sell
8,820
-108
-1% -$4.94K ﹤0.01% 2047
2025
Q3 		$407K Buy
8,928
+236
+3% +$10.6K ﹤0.01% 1694
2025
Q2 		$388K Buy
8,692
+367
+4% +$16.3K ﹤0.01% 1560
2025
Q1 		$375K Sell
8,325
-512
-6% -$23.3K ﹤0.01% 1475
2024
Q4 		$403K Sell
8,837
-3,587
-29% -$165K ﹤0.01% 1419
2024
Q3 		$582K Sell
12,424
-47
-0.4% -$2.18K ﹤0.01% 1099
2024
Q2 		$571K Sell
12,471
-715
-5% -$32.7K ﹤0.01% 915
2024
Q1 		$613K Sell
13,186
-1,624
-11% -$75.8K 0.01% 686
2023
Q4 		$696K Buy
+14,810
New +$664K 0.01% 517

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UBS Group
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Fisher Asset Management
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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