AE Wealth Management’s SPDR Nuveen Municipal Bond ETF MBND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.99M | Sell |
110,345
-207
| -0.2% | -$5.61K | 0.02% | 448 |
|
2025
Q1 | $3.02M | Buy |
110,552
+2,473
| +2% | +$67.5K | 0.03% | 440 |
|
2024
Q4 | $2.97M | Buy |
108,079
+4,915
| +5% | +$135K | 0.03% | 449 |
|
2024
Q3 | $2.89M | Buy |
103,164
+11,129
| +12% | +$312K | 0.03% | 440 |
|
2024
Q2 | $2.52M | Buy |
92,035
+15,732
| +21% | +$432K | 0.03% | 465 |
|
2024
Q1 | $2.1M | Sell |
76,303
-92,860
| -55% | -$2.56M | 0.02% | 478 |
|
2023
Q4 | $4.61M | Buy |
169,163
+74,447
| +79% | +$2.03M | 0.02% | 622 |
|
2023
Q3 | $2.46M | Buy |
94,716
+15,416
| +19% | +$401K | 0.01% | 774 |
|
2023
Q2 | $2.13M | Buy |
79,300
+7,432
| +10% | +$200K | 0.01% | 825 |
|
2023
Q1 | $1.95M | Buy |
+71,868
| New | +$1.95M | 0.01% | 814 |
|