TS Financial Group (TSFG)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

TS Financial Group (TSFG)’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	–	Sell	-89	Closed	-$4K	–	880
2025 Q4	$4K	Buy	+89	New	+$4.07K	﹤0.01%	694
2024 Q4	–	Sell	-112	Closed	-$5K	–	821
2024 Q3	$5K	Buy	+112	New	+$5.19K	﹤0.01%	600

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

TS Financial Group (TSFG)'s TFI Position: Q1 2026 in Review

TS Financial Group (TSFG) sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2026, closing a stake of 89 shares — an estimated $4K sold.

TS Financial Group (TSFG) first reported a position in TFI in Q3 2024 and held it in 2 quarters. The position peaked at $5K in Q3 2024. 333 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

TS Financial Group (TSFG) reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
TS Financial Group (TSFG) sold 89 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $4K.
TS Financial Group (TSFG) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
TS Financial Group (TSFG)'s State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $5K in Q3 2024.
333 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.