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

Beta Wealth Group’s Portfolio MBNE Stock Details MBNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,121	Closed	-$207K	–	111
2025 Q1	$207K	Buy	7,121 +40	+0.6%	+$1.18K	0.07%	100
2024 Q4	$208K	Buy	7,081 +79	+1%	+$2.35K	0.09%	104
2024 Q3	$211K	Buy	7,002 +57	+0.8%	+$1.71K	0.1%	100
2024 Q2	$206K	Buy	+6,945	New	+$205K	0.1%	99

Other funds holding MBNE

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beta Wealth Group's MBNE Position: Q2 2025 in Review

Beta Wealth Group sold out of State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q2 2025, closing a stake of 7,121 shares — an estimated $207K sold.

Beta Wealth Group first reported a position in MBNE in Q2 2024 and held it in 4 quarters. The position peaked at $211K in Q3 2024. 17 funds tracked by Wall St. Rank hold MBNE as of Q2 2025.

Beta Wealth Group reported no remaining State Street Nuveen Municipal Bond ESG ETF position as of Q2 2025 after selling out during the quarter.
Beta Wealth Group sold 7,121 State Street Nuveen Municipal Bond ESG ETF shares in Q2 2025, an estimated $207K.
Beta Wealth Group first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q2 2024 and held it in 4 quarters.
Beta Wealth Group's State Street Nuveen Municipal Bond ESG ETF position peaked at $211K in Q3 2024.
17 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q2 2025.

Based on Beta Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.