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 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	-86,826	Closed	-$1.25M	–	123
2022 Q1	$1.25M	Buy	86,826 +65,189	+301%	+$1.87M	0.66%	34
2021 Q4	$1K	Buy	+21,637	New	+$646K	0.58%	31

Other funds holding MBND

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Landmark Wealth Management (New York)'s MBND Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its State Street Nuveen Municipal Bond ETF (MBND) stake by 5% in Q1 2026, buying an estimated $74.2K and bringing the position to 56,637 shares worth $1.54M. The position accounts for 0.41% of the portfolio, ranked #49.

Landmark Wealth Management (New York) first reported a position in MBND in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.68M in Q1 2024. 22 funds tracked by Wall St. Rank hold MBND as of Q1 2026.

Landmark Wealth Management (New York) held 56,637 shares of State Street Nuveen Municipal Bond ETF worth $1.54M as of Q1 2026.
Landmark Wealth Management (New York) bought 2,701 State Street Nuveen Municipal Bond ETF shares in Q1 2026, an estimated $74.2K.
State Street Nuveen Municipal Bond ETF made up 0.41% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #49 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 11 quarters since.
Landmark Wealth Management (New York)'s State Street Nuveen Municipal Bond ETF position peaked at $1.68M in Q1 2024.
22 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.