AE Wealth Management’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

AE Wealth Management’s Portfolio MBND Stock Details MBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2M	Sell	80,499 -32,658	-29%	-$889K	0.01%	628
2026 Q1	$3.07M	Sell	113,157 -5,043	-4%	-$139K	0.02%	531
2025 Q4	$3.23M	Sell	118,200 -789	-0.7%	-$21.6K	0.02%	477
2025 Q3	$3.26M	Buy	118,989 +8,644	+8%	+$233K	0.02%	443
2025 Q2	$2.99M	Sell	110,345 -207	-0.2%	-$5.57K	0.02%	448
2025 Q1	$3.02M	Buy	110,552 +2,473	+2%	+$68.1K	0.03%	440
2024 Q4	$2.97M	Buy	108,079 +4,915	+5%	+$136K	0.03%	449
2024 Q3	$2.89M	Buy	103,164 +11,129	+12%	+$309K	0.03%	440
2024 Q2	$2.52M	Buy	92,035 +15,732	+21%	+$430K	0.03%	466
2024 Q1	$2.1M	Sell	76,303 -92,860	-55%	-$2.55M	0.02%	478
2023 Q4	$4.61M	Buy	169,163 +74,447	+79%	+$1.97M	0.02%	622
2023 Q3	$2.46M	Buy	94,716 +15,416	+19%	+$411K	0.01%	776
2023 Q2	$2.13M	Buy	79,300 +7,432	+10%	+$200K	0.01%	826
2023 Q1	$1.95M	Buy	+71,868	New	+$1.94M	0.01%	816

Other funds holding MBND

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

AE Wealth Management's MBND Position: Q2 2026 in Review

AE Wealth Management reduced its State Street Nuveen Municipal Bond ETF (MBND) stake by 29% in Q2 2026, selling an estimated $889K and leaving 80,499 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #628.

AE Wealth Management first reported a position in MBND in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.61M in Q4 2023. 6 funds tracked by Wall St. Rank hold MBND as of Q2 2026.

AE Wealth Management held 80,499 shares of State Street Nuveen Municipal Bond ETF worth $2.2M as of Q2 2026.
AE Wealth Management sold 32,658 State Street Nuveen Municipal Bond ETF shares in Q2 2026, an estimated $889K.
State Street Nuveen Municipal Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #628 holding.
AE Wealth Management first reported a position in State Street Nuveen Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
AE Wealth Management's State Street Nuveen Municipal Bond ETF position peaked at $4.61M in Q4 2023.
6 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.