Great Valley Advisor Group’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Great Valley Advisor Group’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 Q3	$720K	Buy	+28,107	New	+$751K	0.01%	660

Other funds holding MBND

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $707M AUM 17.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Great Valley Advisor Group's MBND Position: Q3 2026 in Review

Great Valley Advisor Group opened a new position in State Street Nuveen Municipal Bond ETF (MBND) in Q3 2026: 28,107 shares worth $720K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings.

15 funds tracked by Wall St. Rank hold MBND as of Q3 2026.

Great Valley Advisor Group held 28,107 shares of State Street Nuveen Municipal Bond ETF worth $720K as of Q3 2026.
State Street Nuveen Municipal Bond ETF was a new Great Valley Advisor Group position in Q3 2026.
State Street Nuveen Municipal Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #660 holding.
15 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.