Landmark Wealth Management (New York)’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Landmark Wealth Management (New York)’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	$1.54M	Sell	56,273 -364	-0.6%	-$9.91K	0.37%	57
2026 Q1	$1.54M	Buy	56,637 +2,701	+5%	+$74.2K	0.41%	49
2025 Q4	$1.48M	Buy	53,936 +627	+1%	+$17.2K	0.56%	40
2025 Q3	$1.46M	Sell	53,309 -2,840	-5%	-$76.7K	0.58%	41
2025 Q2	$1.52M	Sell	56,149 -1,333	-2%	-$35.9K	0.65%	36
2025 Q1	$1.57M	Buy	57,482 +1,262	+2%	+$34.7K	0.69%	37
2024 Q4	$1.55M	Sell	56,220 -1,723	-3%	-$47.7K	0.69%	36
2024 Q3	$1.62M	Sell	57,943 -1,683	-3%	-$46.7K	0.71%	35
2024 Q2	$1.64M	Sell	59,626 -1,221	-2%	-$33.4K	1.27%	23
2024 Q1	$1.68M	Buy	+60,847	New	+$1.67M	0.78%	34
2022 Q2	–	Sell	-43,413	Closed	-$1.2M	–	60
2022 Q1	$1.2M	Buy	43,413 +21,776	+101%	+$625K	0.64%	34
2021 Q4	$1M	Buy	+21,637	New	+$646K	0.58%	31

Other funds holding MBND

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

AWM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Landmark Wealth Management (New York)'s MBND Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its State Street Nuveen Municipal Bond ETF (MBND) stake by 0.64% in Q2 2026, selling an estimated $9.91K and leaving 56,273 shares worth $1.54M. The position accounts for 0.37% of the portfolio, ranked #57.

Landmark Wealth Management (New York) first reported a position in MBND in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.68M in Q1 2024. 20 funds tracked by Wall St. Rank hold MBND as of Q2 2026.

Landmark Wealth Management (New York) held 56,273 shares of State Street Nuveen Municipal Bond ETF worth $1.54M as of Q2 2026.
Landmark Wealth Management (New York) sold 364 State Street Nuveen Municipal Bond ETF shares in Q2 2026, an estimated $9.91K.
State Street Nuveen Municipal Bond ETF made up 0.37% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #57 holding.
Landmark Wealth Management (New York) first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2021 and has held it in 12 quarters since.
Landmark Wealth Management (New York)'s State Street Nuveen Municipal Bond ETF position peaked at $1.68M in Q1 2024.
20 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.