JSW
MBNE

Journey Strategic Wealth’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

Journey Strategic Wealth’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
2024
Q3 		– Sell
-7,656
Closed -$228K – 522
2024
Q2 		$228K Buy
+7,656
New +$226K 0.01% 331

Other funds holding MBNE

SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Journey Strategic Wealth's MBNE Position: Q3 2024 in Review

Journey Strategic Wealth sold out of State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q3 2024, closing a stake of 7,656 shares — an estimated $228K sold.

Journey Strategic Wealth first reported a position in MBNE in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 14 funds tracked by Wall St. Rank hold MBNE as of Q3 2024.

  • Journey Strategic Wealth reported no remaining State Street Nuveen Municipal Bond ESG ETF position as of Q3 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 7,656 State Street Nuveen Municipal Bond ESG ETF shares in Q3 2024, an estimated $228K.
  • Journey Strategic Wealth first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q2 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's State Street Nuveen Municipal Bond ESG ETF position peaked at $228K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q3 2024.

Based on Journey Strategic Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.