Plante Moran Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Plante Moran Financial 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
2025 Q3	–	Sell	-244	Closed	-$10.9K	–	863
2025 Q2	$10.9K	Buy	+244	New	+$10.8K	﹤0.01%	550
2024 Q2	–	Sell	-92	Closed	-$4.28K	–	895
2024 Q1	$4.28K	Buy	+92	New	+$4.3K	﹤0.01%	701
2023 Q2	–	Hold	0	–	–	–	896
2023 Q1	–	Hold	0	–	–	–	941
2022 Q3	–	Sell	-1,833	Closed	-$84K	–	1076
2022 Q2	$84K	Buy	+1,833	New	+$84.7K	0.01%	238
2016 Q1	–	Sell	-458	Closed	-$22K	–	1026
2015 Q4	$22K	Buy	+458	New	+$22.1K	0.02%	434

Other funds holding TFI

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return