Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IC
Inscription Capital’s
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
Stock Holding History
Inscription Capital’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
$227K
Hold
5,000
–
–
0.02%
579
2025
Q4
$229K
Hold
5,000
–
–
0.02%
571
2025
Q3
$228K
Hold
5,000
–
–
0.02%
542
2025
Q2
$223K
Sell
5,000
-31
-0.6%
-$1.38K
0.03%
436
2025
Q1
$234K
Buy
+5,031
New
+$229K
0.04%
292
2024
Q3
$237K
Buy
5,063
+32
+0.6%
+$1.48K
0.04%
323
2024
Q2
$230K
Hold
5,031
–
–
0.04%
303
2024
Q1
$234K
Buy
5,031
+31
+0.6%
+$1.45K
0.04%
292
2023
Q4
$235K
Sell
5,000
-207
-4%
-$9.29K
0.06%
188
2023
Q3
$228K
Hold
5,207
–
–
0.07%
167
2023
Q2
$240K
Sell
5,207
-26
-0.5%
-$1.2K
0.07%
168
2023
Q1
$245K
Hold
5,233
–
–
0.06%
181
2022
Q4
$239K
Sell
5,233
-14
-0.3%
-$629
0.08%
176
2022
Q3
$231K
Buy
5,247
+5
+0.1%
+$230
0.07%
174
2022
Q2
$240K
Hold
5,242
–
–
0.04%
224
2022
Q1
$251K
Sell
5,242
-15
-0.3%
-$748
0.07%
167
2021
Q4
$272K
Buy
5,257
+30
+0.6%
+$1.55K
0.07%
185
2021
Q3
$270K
Buy
5,227
+809
+18%
+$42.2K
0.08%
181
2021
Q2
$230K
Sell
4,418
-809
-15%
-$42.1K
0.03%
292
2021
Q1
$270K
Sell
5,227
-1
-0%
-$52
0.09%
158
2020
Q4
$274K
Buy
5,228
+228
+5%
+$11.9K
0.11%
147
2020
Q3
$260K
Buy
+5,000
New
+$261K
0.12%
137
Other funds holding TFI
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close