Beta Wealth Group’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Beta Wealth Group’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
2025 Q3	–	Sell	-38,326	Closed	-$1.04M	–	123
2025 Q2	$1.04M	Sell	38,326 -39,347	-51%	-$1.06M	0.38%	46
2025 Q1	$2.12M	Buy	77,673 +11,864	+18%	+$326K	0.76%	33
2024 Q4	$1.81M	Buy	65,809 +3,143	+5%	+$87.1K	0.8%	32
2024 Q3	$1.75M	Sell	62,666 -2,431	-4%	-$67.4K	0.79%	34
2024 Q2	$1.79M	Sell	65,097 -4,571	-7%	-$125K	0.85%	34
2024 Q1	$1.92M	Buy	69,668 +46,559	+201%	+$1.28M	0.93%	32
2023 Q4	$636K	Sell	23,109 -14,369	-38%	-$380K	0.33%	45
2023 Q3	$975K	Buy	+37,478	New	+$998K	0.58%	38

Other funds holding MBND

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

WWP

Wise Wealth Partners Phoenix, Arizona $58.8M AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beta Wealth Group's MBND Position: Q3 2025 in Review

Beta Wealth Group sold out of State Street Nuveen Municipal Bond ETF (MBND) in Q3 2025, closing a stake of 38,326 shares — an estimated $1.04M sold.

Beta Wealth Group first reported a position in MBND in Q3 2023 and held it in 8 quarters. The position peaked at $2.12M in Q1 2025. 21 funds tracked by Wall St. Rank hold MBND as of Q3 2025.

Beta Wealth Group reported no remaining State Street Nuveen Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
Beta Wealth Group sold 38,326 State Street Nuveen Municipal Bond ETF shares in Q3 2025, an estimated $1.04M.
Beta Wealth Group first reported a position in State Street Nuveen Municipal Bond ETF in Q3 2023 and held it in 8 quarters.
Beta Wealth Group's State Street Nuveen Municipal Bond ETF position peaked at $2.12M in Q1 2025.
21 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q3 2025.

Based on Beta Wealth Group's 13F filing for Q3 2025, filed 7 Nov 2025.