Beta Wealth Group’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 | $1.04M | Sell |
38,326
-39,347
| -51% | -$1.07M | 0.38% | 46 |
|
|
2025
Q1 | $2.12M | Buy |
77,673
+11,864
| +18% | +$324K | 0.76% | 33 |
|
|
2024
Q4 | $1.81M | Buy |
65,809
+3,143
| +5% | +$86.5K | 0.8% | 32 |
|
|
2024
Q3 | $1.75M | Sell |
62,666
-2,431
| -4% | -$68.1K | 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% | -$395K | 0.33% | 45 |
|
|
2023
Q3 | $975K | Buy |
+37,478
| New | +$975K | 0.58% | 38 |
|