IAS
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Insigneo Advisory Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Insigneo Advisory Services’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 		$474K Sell
10,444
-1,665
-14% -$76.4K 0.03% 392
2025
Q4 		$554K Buy
+12,109
New +$554K 0.04% 343
2024
Q4 		– Sell
-13,367
Closed -$626K – 686
2024
Q3 		$626K Sell
13,367
-5,367
-29% -$249K 0.06% 268
2024
Q2 		$874K Buy
+18,734
New +$858K 0.1% 192

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Bank of America
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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