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 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

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 22.96% 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

Root Financial Partners's TFI Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2026, closing a stake of 2,914 shares — an estimated $132K sold.

Root Financial Partners first reported a position in TFI in Q3 2025 and held it in 3 quarters. The position peaked at $135K in Q3 2025. 339 funds tracked by Wall St. Rank hold TFI as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,914 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2026, an estimated $132K.
Root Financial Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $135K in Q3 2025.
339 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.