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

Founders Financial Alliance’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	$42.9K	Buy	937 +8	+0.9%	+$364	0.01%	574
2026 Q1	$42.1K	Buy	+929	New	+$42.6K	0.01%	526
2025 Q4	–	Sell	-913	Closed	-$41.6K	–	709
2025 Q3	$41.6K	Buy	+913	New	+$40.9K	0.01%	512
2025 Q2	–	Sell	-898	Closed	-$40.5K	–	613
2025 Q1	$40.5K	Buy	898 +5	+0.6%	+$228	0.01%	459
2024 Q4	$40.7K	Sell	893 -161	-15%	-$7.42K	0.01%	400
2024 Q3	$49.4K	Hold	1,054	–	–	0.01%	389
2024 Q2	$48.2K	Hold	1,054	–	–	0.01%	375
2024 Q1	$49K	Buy	1,054 +170	+19%	+$7.94K	0.01%	378
2023 Q4	$41.5K	Hold	884	–	–	0.02%	354
2023 Q3	$38.6K	Hold	884	–	–	0.02%	337
2023 Q2	$40.8K	Hold	884	–	–	0.02%	359
2023 Q1	$41.3K	Hold	884	–	–	0.02%	320
2022 Q4	$40.3K	Hold	884	–	–	0.02%	346
2022 Q3	$39K	Sell	884 -1,263	-59%	-$58.1K	0.02%	341
2022 Q2	$98K	Buy	+2,147	New	+$99.2K	0.05%	266
2020 Q4	–	Sell	-884	Closed	-$46K	–	1161
2020 Q3	$46K	Buy	+884	New	+$46.1K	0.03%	401

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

Founders Financial Alliance's TFI Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.86% in Q2 2026, buying an estimated $364 and bringing the position to 937 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #574.

Founders Financial Alliance first reported a position in TFI in Q3 2020 and has held it in 16 quarters since. The position peaked at $98K in Q2 2022. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Founders Financial Alliance held 937 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $42.9K as of Q2 2026.
Founders Financial Alliance bought 8 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $364.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #574 holding.
Founders Financial Alliance first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2020 and has held it in 16 quarters since.
Founders Financial Alliance's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $98K in Q2 2022.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.