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

Founders Financial Securities’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	$367K	Buy	8,008 +1	+0%	+$46	0.02%	432
2026 Q1	$365K	Sell	8,007 -27	-0.3%	-$1.24K	0.02%	418
2025 Q4	$367K	Buy	+8,034	New	+$367K	0.02%	442

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 Securities's TFI Position: Q2 2026 in Review

Founders Financial Securities increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.01% in Q2 2026, buying an estimated $46 and bringing the position to 8,008 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #432.

Founders Financial Securities first reported a position in TFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $367K in Q4 2025. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Founders Financial Securities held 8,008 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $367K as of Q2 2026.
Founders Financial Securities bought 1 State Street SPDR Nuveen ICE Municipal Bond ETF share in Q2 2026, an estimated $46.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #432 holding.
Founders Financial Securities first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
Founders Financial Securities's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $367K in Q4 2025.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.