Key Financial Inc’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Key Financial Inc’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 Q2	$82.7K	Hold	3,024	–	–	0.01%	458
2026 Q1	$82.1K	Hold	3,024	–	–	0.01%	437
2025 Q4	$82.7K	Sell	3,024 -977	-24%	-$26.8K	0.02%	426
2025 Q3	$109K	Hold	4,001	–	–	0.02%	383
2025 Q2	$108K	Hold	4,001	–	–	0.02%	367
2025 Q1	$109K	Hold	4,001	–	–	0.02%	343
2024 Q4	$110K	Buy	4,001 +1,080	+37%	+$29.9K	0.03%	331
2024 Q3	$81.8K	Buy	2,921 +1,348	+86%	+$37.4K	0.02%	383
2024 Q2	$43.1K	Hold	1,573	–	–	0.01%	490
2024 Q1	$43.3K	Hold	1,573	–	–	0.01%	460
2023 Q4	$43.3K	Sell	1,573 -331	-17%	-$8.76K	0.01%	451
2023 Q3	$49.5K	Buy	1,904 +175	+10%	+$4.66K	0.02%	411
2023 Q2	$46.5K	Buy	1,729 +739	+75%	+$19.9K	0.02%	419
2023 Q1	$26.9K	Buy	+990	New	+$26.8K	0.01%	485

Other funds holding MBND

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Key Financial Inc's MBND Position: Q2 2026 in Review

Key Financial Inc held its State Street Nuveen Municipal Bond ETF (MBND) position steady in Q2 2026 at 3,024 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #458.

Key Financial Inc first reported a position in MBND in Q1 2023 and has held it in 14 quarters since. The position peaked at $110K in Q4 2024. 6 funds tracked by Wall St. Rank hold MBND as of Q2 2026.

Key Financial Inc held 3,024 shares of State Street Nuveen Municipal Bond ETF worth $82.7K as of Q2 2026.
Key Financial Inc left its State Street Nuveen Municipal Bond ETF share count unchanged in Q2 2026.
State Street Nuveen Municipal Bond ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #458 holding.
Key Financial Inc first reported a position in State Street Nuveen Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
Key Financial Inc's State Street Nuveen Municipal Bond ETF position peaked at $110K in Q4 2024.
6 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.