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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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Analysts LLC's MBND Position: Q1 2026 in Review

Capital Analysts LLC increased its State Street Nuveen Municipal Bond ETF (MBND) stake by 63% in Q1 2026, buying an estimated $124K and bringing the position to 11,682 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #544.

Capital Analysts LLC first reported a position in MBND in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold MBND as of Q1 2026.

  • Capital Analysts LLC held 11,682 shares of State Street Nuveen Municipal Bond ETF worth $317K as of Q1 2026.
  • Capital Analysts LLC bought 4,506 State Street Nuveen Municipal Bond ETF shares in Q1 2026, an estimated $124K.
  • State Street Nuveen Municipal Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #544 holding.
  • Capital Analysts LLC first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.