SwitchPoint Financial Planning
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SwitchPoint Financial Planning’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

SwitchPoint Financial Planning’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 		$1.42M Buy
+33,164
New +$1.48M 0.79% 30

Other funds holding TFI

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SwitchPoint Financial Planning's TFI Position: Q3 2026 in Review

SwitchPoint Financial Planning opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2026: 33,164 shares worth $1.42M. The stake represents 0.79% of the portfolio and ranks #30 among its holdings.

131 funds tracked by Wall St. Rank hold TFI as of Q3 2026.

  • SwitchPoint Financial Planning held 33,164 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.42M as of Q3 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF was a new SwitchPoint Financial Planning position in Q3 2026.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.79% of SwitchPoint Financial Planning's portfolio in Q3 2026, its #30 holding.
  • 131 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q3 2026, filed 2 Nov 2026.