Creative Planning
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Creative Planning’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Creative Planning’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
2023
Q1 		– Sell
-5
Closed -$134 – 2717
2022
Q4 		$134 Buy
+5
New +$132 ﹤0.01% 2472

Other funds holding MBND

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Creative Planning's MBND Position: Q1 2023 in Review

Creative Planning sold out of State Street Nuveen Municipal Bond ETF (MBND) in Q1 2023, closing a stake of 5 shares — an estimated $134 sold.

Creative Planning first reported a position in MBND in Q4 2022 and held it in 1 quarter. The position peaked at $134 in Q4 2022. 14 funds tracked by Wall St. Rank hold MBND as of Q1 2023.

  • Creative Planning reported no remaining State Street Nuveen Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 5 State Street Nuveen Municipal Bond ETF shares in Q1 2023, an estimated $134.
  • Creative Planning first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • Creative Planning's State Street Nuveen Municipal Bond ETF position peaked at $134 in Q4 2022.
  • 14 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.