Global Wealth Strategies & Associates’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-11	Closed	-$499	–	433
2026 Q1	$499	Hold	11	–	–	﹤0.01%	488
2025 Q4	$503	Hold	11	–	–	﹤0.01%	493
2025 Q3	$501	Hold	11	–	–	﹤0.01%	448
2025 Q2	$491	Hold	11	–	–	﹤0.01%	345
2025 Q1	$496	Hold	11	–	–	﹤0.01%	442
2024 Q4	$502	Hold	11	–	–	﹤0.01%	367
2024 Q3	$515	Hold	11	–	–	﹤0.01%	335
2024 Q2	$503	Hold	11	–	–	﹤0.01%	306
2024 Q1	$511	Hold	11	–	–	﹤0.01%	324
2023 Q4	$517	Hold	11	–	–	﹤0.01%	287
2023 Q3	$481	Hold	11	–	–	﹤0.01%	300
2023 Q2	$508	Hold	11	–	–	﹤0.01%	285
2023 Q1	$515	Sell	11 -79	-88%	-$3.66K	﹤0.01%	307
2022 Q4	$4.11K	Buy	+90	New	+$4.04K	﹤0.01%	225

Other funds holding TFI

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return