Investment Planning Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Investment Planning Advisors’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	$220K	Sell	4,808 -1,267	-21%	-$57.7K	0.05%	114
2026 Q1	$275K	Buy	6,075 +861	+17%	+$39.5K	0.08%	90
2025 Q4	$238K	Sell	5,214 -2,088	-29%	-$95.5K	0.07%	87
2025 Q3	$333K	Sell	7,302 -1,533	-17%	-$68.7K	0.1%	68
2025 Q2	$395K	Sell	8,835 -624	-7%	-$27.7K	0.14%	60
2025 Q1	$426K	Buy	9,459 +772	+9%	+$35.2K	0.17%	52
2024 Q4	$396K	Buy	8,687 +674	+8%	+$31.1K	0.17%	50
2024 Q3	$367K	Hold	8,013	–	–	0.19%	51
2024 Q2	$367K	Buy	+8,013	New	+$367K	0.19%	51

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 $786B AUM 40.34% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAP

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

Investment Planning Advisors's TFI Position: Q2 2026 in Review

Investment Planning Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 21% in Q2 2026, selling an estimated $57.7K and leaving 4,808 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #114.

Investment Planning Advisors first reported a position in TFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $426K in Q1 2025. 340 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Investment Planning Advisors held 4,808 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $220K as of Q2 2026.
Investment Planning Advisors sold 1,267 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $57.7K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.05% of Investment Planning Advisors's portfolio in Q2 2026, its #114 holding.
Investment Planning Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $426K in Q1 2025.
340 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.