Back to IW Integrated Wealth Concepts LLC

TFITFI
Showing 8 of 23 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in SPDR NUVEEN ICE MUNI BD ETF

Integrated Wealth Concepts LLC holds 86,820 shares of TFI (SPDR NUVEEN ICE MUNI BD ETF), worth $4M as of 2026-Q2. The position was increased (+85.8% shares). TFI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$4M

Current Shares

86,820

Total Value Change

+$3M

Total Shares Change

+66,563

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
86,820
+85.8%
$4M0.0%$45.53
42
2026-Q1
Increased
46,720
+159.9%
$2.1M0.0%$45.97
42
2025-Q4
Decreased
17,979
-21.0%
$821,8220.0%$45.57
0
2025-Q3
Decreased
22,752
-6.0%
$1M0.0%$44.91
0
2025-Q2
Increased
24,203
+4.0%
$1.1M0.0%$43.55
26
2025-Q1
Decreased
23,272
-18.2%
$1M0.0%$43.55
0
2024-Q4
Increased
28,444
+40.4%
$1.3M0.0%$44.02
34
2024-Q3
Increased
20,257
+0.8%
$948,6350.0%$44.70
25

Other major holders of TFI: Wealthfront Advisers LLC, BANK OF AMERICA CORP /DE/, Financial Engines Advisors L.L.C., MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used