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