SAG
TFI icon

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

SageView Advisory Group’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 		$141K Buy
+3,095
New +$142K ﹤0.01% 709
2025
Q2 		– Sell
-4,554
Closed -$205K – 640
2025
Q1 		$205K Sell
4,554
-19
-0.4% -$866 0.01% 578
2024
Q4 		$209K Buy
4,573
+150
+3% +$6.92K 0.01% 564
2024
Q3 		$207K Buy
+4,423
New +$205K 0.01% 490
2024
Q1 		– Hold
0
– -$308K – 825
2023
Q4 		– Sell
-6,962
Closed -$312K – 501
2023
Q3 		$304K Buy
6,962
+19
+0.3% +$863 0.02% 421
2023
Q2 		$320K Buy
6,943
+18
+0.3% +$834 0.02% 432
2023
Q1 		$324K Sell
6,925
-1,069
-13% -$49.5K 0.02% 374
2022
Q4 		$365K Buy
+7,994
New +$359K 0.03% 294

Other funds holding TFI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return