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

Vertex Planning 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 Q1	$403K	Buy	8,896 +282	+3%	+$12.9K	0.08%	89
2025 Q4	$394K	Hold	8,614	–	–	0.09%	87
2025 Q3	$393K	Sell	8,614 -4,389	-34%	-$197K	0.08%	138
2025 Q2	$581K	Hold	13,003	–	–	0.12%	95
2025 Q1	$586K	Hold	13,003	–	–	0.13%	91
2024 Q4	$593K	Hold	13,003	–	–	0.13%	91
2024 Q3	$609K	Sell	13,003 -752	-5%	-$34.9K	0.15%	77
2024 Q2	$629K	Sell	13,755 -217	-2%	-$9.94K	0.16%	67
2024 Q1	$649K	Buy	13,972 +668	+5%	+$31.2K	0.18%	64
2023 Q4	$625K	Hold	13,304	–	–	0.19%	64
2023 Q3	$581K	Buy	13,304 +752	+6%	+$34.2K	0.2%	61
2023 Q2	$579K	Hold	12,552	–	–	0.2%	66
2023 Q1	$588K	Hold	12,552	–	–	0.22%	55
2022 Q4	$573K	Buy	+12,552	New	+$564K	0.22%	63

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Vertex Planning Partners's TFI Position: Q1 2026 in Review

Vertex Planning Partners increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 3.3% in Q1 2026, buying an estimated $12.9K and bringing the position to 8,896 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #89.

Vertex Planning Partners first reported a position in TFI in Q4 2022 and has held it in 14 quarters since. The position peaked at $649K in Q1 2024. 332 funds tracked by Wall St. Rank hold TFI as of Q1 2026.

Vertex Planning Partners held 8,896 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $403K as of Q1 2026.
Vertex Planning Partners bought 282 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2026, an estimated $12.9K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.08% of Vertex Planning Partners's portfolio in Q1 2026, its #89 holding.
Vertex Planning Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $649K in Q1 2024.
332 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.