Carson Wealth (CWM LLC)’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 | $3.03M | Buy |
111,911
+15,218
| +16% | +$412K | 0.01% | 777 |
|
|
2025
Q1 | $2.64M | Sell |
96,693
-41,245
| -30% | -$1.13M | 0.01% | 736 |
|
|
2024
Q4 | $3.8M | Buy |
137,938
+38,762
| +39% | +$1.07M | 0.02% | 545 |
|
|
2024
Q3 | $2.78M | Buy |
99,176
+1,174
| +1% | +$32.9K | 0.01% | 596 |
|
|
2024
Q2 | $2.69M | Sell |
98,002
-9,039
| -8% | -$248K | 0.01% | 565 |
|
|
2024
Q1 | $2.95M | Buy |
107,041
+19,419
| +22% | +$535K | 0.01% | 531 |
|
|
2023
Q4 | $2.41M | Buy |
87,622
+1,965
| +2% | +$54.1K | 0.01% | 538 |
|
|
2023
Q3 | $2.23M | Buy |
85,657
+78,220
| +1,052% | +$2.03M | 0.01% | 520 |
|
|
2023
Q2 | $200K | Buy |
+7,437
| New | +$200K | ﹤0.01% | 1251 |
|