Innovative Advisory Group, LLC’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Innovative Advisory Group, LLC’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	-31	Closed	-$1.42K	–	209
2025 Q4	$1.42K	Hold	31	–	–	﹤0.01%	208
2025 Q3	$1.41K	Hold	31	–	–	﹤0.01%	209
2025 Q2	$1.39K	Hold	31	–	–	﹤0.01%	200
2025 Q1	$1.4K	Hold	31	–	–	﹤0.01%	183
2024 Q4	$1.41K	Buy	+31	New	+$1.43K	﹤0.01%	173

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Innovative Advisory Group, LLC's TFI Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 31 shares — an estimated $1.42K sold.

Innovative Advisory Group, LLC first reported a position in TFI in Q4 2024 and held it in 5 quarters. The position peaked at $1.42K in Q4 2025. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 31 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $1.42K.
Innovative Advisory Group, LLC first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.42K in Q4 2025.
333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.