CAL
MBND icon

Capital Analysts LLC’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Capital Analysts LLC’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
2026
Q2 		$393K Buy
14,392
+2,710
+23% +$73.8K 0.01% 541
2026
Q1 		$317K Buy
11,682
+4,506
+63% +$124K 0.01% 544
2025
Q4 		$196K Buy
+7,176
New +$197K 0.01% 621

Other funds holding MBND

PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Analysts LLC's MBND Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street Nuveen Municipal Bond ETF (MBND) stake by 23% in Q2 2026, buying an estimated $73.8K and bringing the position to 14,392 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #541.

Capital Analysts LLC first reported a position in MBND in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold MBND as of Q2 2026.

  • Capital Analysts LLC held 14,392 shares of State Street Nuveen Municipal Bond ETF worth $393K as of Q2 2026.
  • Capital Analysts LLC bought 2,710 State Street Nuveen Municipal Bond ETF shares in Q2 2026, an estimated $73.8K.
  • State Street Nuveen Municipal Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #541 holding.
  • Capital Analysts LLC first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.