EP Wealth Advisors’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

EP Wealth Advisors’s Portfolio MBNE Stock Details MBNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,618	Closed	-$220K	–	1817
2026 Q1	$220K	Buy	+7,618	New	+$223K	﹤0.01%	1357

EP Wealth Advisors's MBNE Position: Q2 2026 in Review

EP Wealth Advisors sold out of State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q2 2026, closing a stake of 7,618 shares — an estimated $220K sold.

EP Wealth Advisors first reported a position in MBNE in Q1 2026 and held it in 1 quarter. The position peaked at $220K in Q1 2026. 0 funds tracked by Wall St. Rank hold MBNE as of Q2 2026.

EP Wealth Advisors reported no remaining State Street Nuveen Municipal Bond ESG ETF position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 7,618 State Street Nuveen Municipal Bond ESG ETF shares in Q2 2026, an estimated $220K.
EP Wealth Advisors first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q1 2026 and held it in 1 quarter.
EP Wealth Advisors's State Street Nuveen Municipal Bond ESG ETF position peaked at $220K in Q1 2026.
0 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.