HWM
TFI icon

HB Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

HB Wealth Management’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 		– Sell
-5,380
Closed -$246K – 1594
2025
Q4 		$246K Sell
5,380
-693
-11% -$31.7K ﹤0.01% 1242
2025
Q3 		$277K Buy
+6,073
New +$272K ﹤0.01% 1112
2025
Q2 		– Sell
-13,580
Closed -$612K – 1293
2025
Q1 		$612K Buy
13,580
+572
+4% +$26.1K 0.01% 702
2024
Q4 		$593K Hold
13,008
– – 0.01% 563
2024
Q3 		$609K Buy
+13,008
New +$603K 0.01% 521
2022
Q2 		– Sell
-15,188
Closed -$727K – 623
2022
Q1 		$727K Buy
+15,188
New +$757K 0.01% 302

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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