Beta Wealth Group’s SPDR Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,121	Closed	-$207K	–	111
2025 Q1	$207K	Buy	7,121 +40	+0.6%	+$1.16K	0.07%	100
2024 Q4	$208K	Buy	7,081 +79	+1%	+$2.32K	0.09%	104
2024 Q3	$211K	Buy	7,002 +57	+0.8%	+$1.72K	0.1%	100
2024 Q2	$206K	Buy	+6,945	New	+$206K	0.1%	99