Carson Wealth (CWM LLC)’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Carson Wealth (CWM 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	$3.64M	Buy	134,161 +28,581	+27%	+$786K	0.01%	941
2025 Q4	$2.89M	Sell	105,580 -4,517	-4%	-$124K	0.01%	1001
2025 Q3	$3.01M	Sell	110,097 -1,814	-2%	-$49K	0.01%	915
2025 Q2	$3.03M	Buy	111,911 +15,218	+16%	+$410K	0.01%	777
2025 Q1	$2.64M	Sell	96,693 -41,245	-30%	-$1.13M	0.01%	736
2024 Q4	$3.79M	Buy	137,938 +38,762	+39%	+$1.07M	0.02%	545
2024 Q3	$2.78M	Buy	99,176 +1,174	+1%	+$32.6K	0.01%	597
2024 Q2	$2.69M	Sell	98,002 -9,039	-8%	-$247K	0.01%	566
2024 Q1	$2.95M	Buy	107,041 +19,419	+22%	+$533K	0.01%	532
2023 Q4	$2.41M	Buy	87,622 +1,965	+2%	+$52K	0.01%	539
2023 Q3	$2.23M	Buy	85,657 +78,220	+1,052%	+$2.08M	0.01%	521
2023 Q2	$200K	Buy	+7,437	New	+$200K	﹤0.01%	1253

Other funds holding MBND

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MBND Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street Nuveen Municipal Bond ETF (MBND) stake by 27% in Q1 2026, buying an estimated $786K and bringing the position to 134,161 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #941.

Carson Wealth (CWM LLC) first reported a position in MBND in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.79M in Q4 2024. 22 funds tracked by Wall St. Rank hold MBND as of Q1 2026.

Carson Wealth (CWM LLC) held 134,161 shares of State Street Nuveen Municipal Bond ETF worth $3.64M as of Q1 2026.
Carson Wealth (CWM LLC) bought 28,581 State Street Nuveen Municipal Bond ETF shares in Q1 2026, an estimated $786K.
State Street Nuveen Municipal Bond ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #941 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Nuveen Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s State Street Nuveen Municipal Bond ETF position peaked at $3.79M in Q4 2024.
22 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.