JSW
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Journey Strategic Wealth’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Journey Strategic Wealth’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
Q4 		– Sell
-17,434
Closed -$453K – 253
2023
Q3 		$453K Buy
17,434
+754
+5% +$20.1K 0.02% 89
2023
Q2 		$449K Buy
16,680
+78
+0.5% +$2.1K 0.02% 92
2023
Q1 		$450K Buy
16,602
+1,365
+9% +$36.9K 0.05% 113
2022
Q4 		$407K Buy
+15,237
New +$402K 0.05% 120

Other funds holding MBND

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Journey Strategic Wealth's MBND Position: Q4 2023 in Review

Journey Strategic Wealth sold out of State Street Nuveen Municipal Bond ETF (MBND) in Q4 2023, closing a stake of 17,434 shares — an estimated $453K sold.

Journey Strategic Wealth first reported a position in MBND in Q4 2022 and held it in 4 quarters. The position peaked at $453K in Q3 2023. 19 funds tracked by Wall St. Rank hold MBND as of Q4 2023.

  • Journey Strategic Wealth reported no remaining State Street Nuveen Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 17,434 State Street Nuveen Municipal Bond ETF shares in Q4 2023, an estimated $453K.
  • Journey Strategic Wealth first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2022 and held it in 4 quarters.
  • Journey Strategic Wealth's State Street Nuveen Municipal Bond ETF position peaked at $453K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q4 2023.

Based on Journey Strategic Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.