Planning Project LLC’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Planning Project 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
2025 Q4	$7.81K	Buy	+171	New	+$7.82K	﹤0.01%	109

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Project LLC's TFI Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2025: 171 shares worth $7.81K. The stake represents ﹤0.01% of the portfolio and ranks #109 among its holdings.

321 funds tracked by Wall St. Rank hold TFI as of Q4 2025.

Planning Project LLC held 171 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $7.81K as of Q4 2025.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Planning Project LLC position in Q4 2025.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #109 holding.
321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.