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Wealth Enhancement Advisory Services’s
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
Stock Holding History
Wealth Enhancement Advisory Services’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
$3.28M
Sell
72,388
-29,481
-29%
-$1.35M
0.01%
1123
2025
Q4
$4.67M
Sell
101,869
-1,906
-2%
-$87.1K
0.01%
1055
2025
Q3
$4.72M
Sell
103,775
-3,695
-3%
-$166K
0.01%
982
2025
Q2
$4.79M
Sell
107,470
-18,898
-15%
-$840K
0.01%
918
2025
Q1
$5.7M
Sell
126,368
-20,261
-14%
-$924K
0.01%
782
2024
Q4
$6.69M
Buy
146,629
+2,224
+2%
+$103K
0.01%
701
2024
Q3
$6.76M
Buy
144,405
+6,681
+5%
+$310K
0.01%
634
2024
Q2
$6.3M
Sell
137,724
-8,903
-6%
-$408K
0.02%
623
2024
Q1
$6.82M
Buy
146,627
+834
+0.6%
+$39K
0.02%
591
2023
Q4
$6.85M
Sell
145,793
-564,860
-79%
-$25.3M
0.02%
519
2023
Q3
$31.1M
Buy
710,653
+640,598
+914%
+$29.1M
0.1%
205
2023
Q2
$3.23M
Sell
70,055
-80,674
-54%
-$3.74M
0.03%
161
2023
Q1
$7.06M
Buy
150,729
+31,958
+27%
+$1.48M
0.08%
111
2022
Q4
$5.59M
Sell
118,771
-47,498
-29%
-$2.13M
0.07%
114
2022
Q3
$7.38M
Buy
166,269
+87,614
+111%
+$4.03M
0.11%
97
2022
Q2
$3.64M
Sell
78,655
-15,392
-16%
-$711K
0.05%
159
2022
Q1
$4.51M
Buy
94,047
+87,752
+1,394%
+$4.37M
0.06%
137
2021
Q4
$316K
Buy
+6,295
New
+$325K
﹤0.01%
270
Other funds holding TFI
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$52.8B AUM
15.34%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$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
$564B 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
$245B AUM
31.4%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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