Root Financial Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Root Financial Partners’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 Q3	$111K	Buy	+2,592	New	+$116K	﹤0.01%	690
2026 Q2	–	Sell	-2,914	Closed	-$132K	–	2897
2026 Q1	$132K	Sell	2,914 -5	-0.2%	-$229	0.01%	456
2025 Q4	$133K	Sell	2,919 -39	-1%	-$1.78K	0.01%	375
2025 Q3	$135K	Buy	+2,958	New	+$133K	0.01%	353

Other funds holding TFI

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.41B AUM 22.31% 1-Year Est. Return

Root Financial Partners's TFI Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2026: 2,592 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TFI as recently as Q1 2026.

Root Financial Partners first reported a position in TFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $135K in Q3 2025. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

Root Financial Partners held 2,592 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $111K as of Q3 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #690 holding.
Root Financial Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $135K in Q3 2025.
294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.