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

Stablepoint 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	$426K	Buy	9,301 +33	+0.4%	+$1.5K	0.06%	205
2026 Q1	$420K	Buy	9,268 +651	+8%	+$29.9K	0.06%	202
2025 Q4	$394K	Sell	8,617 -1,668	-16%	-$76.3K	0.06%	197
2025 Q3	$469K	Sell	10,285 -263	-2%	-$11.8K	0.07%	185
2025 Q2	$471K	Sell	10,548 -681	-6%	-$30.3K	0.08%	184
2025 Q1	$506K	Sell	11,229 -152	-1%	-$6.93K	0.09%	177
2024 Q4	$519K	Sell	11,381 -618	-5%	-$28.5K	0.1%	173
2024 Q3	$562K	Sell	11,999 -90	-0.7%	-$4.17K	0.1%	167
2024 Q2	$558K	Buy	12,089 +2,063	+21%	+$94.5K	0.11%	165
2024 Q1	$466K	Buy	10,026 +1,072	+12%	+$50.1K	0.09%	179
2023 Q4	$421K	Buy	+8,954	New	+$402K	0.11%	174

Other funds holding TFI

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return