SB
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Strategic Blueprint’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Strategic Blueprint’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
Q1 		$210K Sell
4,621
-988
-18% -$45.3K 0.01% 620
2025
Q4 		$256K Buy
+5,609
New +$256K 0.02% 567
2025
Q2 		– Sell
-4,531
Closed -$204K – 733
2025
Q1 		$204K Sell
4,531
-1,408
-24% -$64.2K 0.01% 649
2024
Q4 		$271K Buy
+5,939
New +$274K 0.02% 551
2023
Q3 		– Sell
-11,913
Closed -$550K – 570
2023
Q2 		$550K Buy
+11,913
New +$552K 0.05% 306
2021
Q3 		– Sell
-191
Closed -$10K – 1226
2021
Q2 		$10K Buy
+191
New +$9.94K ﹤0.01% 971

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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