CAPTRUST Financial Advisors
MBND icon

CAPTRUST Financial Advisors’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q2 		– Sell
-14,965
Closed -$408K – 2559
2025
Q1 		$408K Sell
14,965
-720
-5% -$19.8K ﹤0.01% 1766
2024
Q4 		$432K Buy
15,685
+17
+0.1% +$471 ﹤0.01% 1682
2024
Q3 		$439K Sell
15,668
-692
-4% -$19.2K ﹤0.01% 1645
2024
Q2 		$449K Sell
16,360
-4,073
-20% -$111K ﹤0.01% 1564
2024
Q1 		$563K Sell
20,433
-515
-2% -$14.1K ﹤0.01% 1428
2023
Q4 		$576K Sell
20,948
-5,794
-22% -$153K ﹤0.01% 1648
2023
Q3 		$695K Buy
26,742
+418
+2% +$11.1K ﹤0.01% 1423
2023
Q2 		$708K Buy
+26,324
New +$709K ﹤0.01% 1422

Other funds holding MBND

PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
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
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
WWP
Wise Wealth Partners Phoenix, Arizona $58.8M AUM 18.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAPTRUST Financial Advisors's MBND Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of State Street Nuveen Municipal Bond ETF (MBND) in Q2 2025, closing a stake of 14,965 shares — an estimated $408K sold.

CAPTRUST Financial Advisors first reported a position in MBND in Q2 2023 and held it in 8 quarters. The position peaked at $708K in Q2 2023. 18 funds tracked by Wall St. Rank hold MBND as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining State Street Nuveen Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 14,965 State Street Nuveen Municipal Bond ETF shares in Q2 2025, an estimated $408K.
  • CAPTRUST Financial Advisors first reported a position in State Street Nuveen Municipal Bond ETF in Q2 2023 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's State Street Nuveen Municipal Bond ETF position peaked at $708K in Q2 2023.
  • 18 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.