BFC Planning, Inc.’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

BFC Planning, Inc.’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	$5.59K	Buy	+122	New	+$5.55K	﹤0.01%	2634

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 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

BFC Planning, Inc.'s TFI Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026: 122 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #2634 among its holdings.

341 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

BFC Planning, Inc. held 122 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $5.59K as of Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new BFC Planning, Inc. position in Q2 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2634 holding.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.