CAPTRUST Financial Advisors’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 | – | Sell |
-14,965
| Closed | -$408K | – | 2559 |
|
|
2025
Q1 | $408K | Sell |
14,965
-720
| -5% | -$19.6K | ﹤0.01% | 1766 |
|
|
2024
Q4 | $432K | Buy |
15,685
+17
| +0.1% | +$468 | ﹤0.01% | 1682 |
|
|
2024
Q3 | $439K | Sell |
15,668
-692
| -4% | -$19.4K | ﹤0.01% | 1645 |
|
|
2024
Q2 | $449K | Sell |
16,360
-4,073
| -20% | -$112K | ﹤0.01% | 1564 |
|
|
2024
Q1 | $563K | Sell |
20,433
-515
| -2% | -$14.2K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $576K | Sell |
20,948
-5,794
| -22% | -$159K | ﹤0.01% | 1648 |
|
|
2023
Q3 | $695K | Buy |
26,742
+418
| +2% | +$10.9K | ﹤0.01% | 1423 |
|
|
2023
Q2 | $708K | Buy |
+26,324
| New | +$708K | ﹤0.01% | 1422 |
|