Global Financial Private Client’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Global Financial Private Client’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	-1,500	Closed	-$40.9K	–	1026
2025 Q1	$40.9K	Hold	1,500	–	–	0.02%	354
2024 Q4	$41.3K	Hold	1,500	–	–	0.02%	340
2024 Q3	$42K	Hold	1,500	–	–	0.02%	334
2024 Q2	$41.1K	Hold	1,500	–	–	0.02%	316
2024 Q1	$41.2K	Hold	1,500	–	–	0.02%	323
2023 Q4	$41.3K	Hold	1,500	–	–	0.02%	313
2023 Q3	$38.9K	Buy	+1,500	New	+$39.9K	0.02%	310

Other funds holding MBND

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

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 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

Global Financial Private Client's MBND Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street Nuveen Municipal Bond ETF (MBND) in Q2 2025, closing a stake of 1,500 shares — an estimated $40.9K sold.

Global Financial Private Client first reported a position in MBND in Q3 2023 and held it in 7 quarters. The position peaked at $42K in Q3 2024. 18 funds tracked by Wall St. Rank hold MBND as of Q2 2025.

Global Financial Private Client reported no remaining State Street Nuveen Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 1,500 State Street Nuveen Municipal Bond ETF shares in Q2 2025, an estimated $40.9K.
Global Financial Private Client first reported a position in State Street Nuveen Municipal Bond ETF in Q3 2023 and held it in 7 quarters.
Global Financial Private Client's State Street Nuveen Municipal Bond ETF position peaked at $42K in Q3 2024.
18 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.