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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
56,149
-1,333
-2% -$36.1K 0.65% 36
2025
Q1
$1.57M Buy
57,482
+1,262
+2% +$34.4K 0.69% 37
2024
Q4
$1.55M Sell
56,220
-1,723
-3% -$47.4K 0.69% 36
2024
Q3
$1.62M Sell
57,943
-1,683
-3% -$47.1K 0.71% 35
2024
Q2
$1.64M Sell
59,626
-1,221
-2% -$33.5K 1.27% 23
2024
Q1
$1.68M Buy
+60,847
New +$1.68M 0.78% 34
2022
Q2
Sell
-86,826
Closed -$1.25M 123
2022
Q1
$1.25M Buy
86,826
+65,189
+301% +$937K 0.66% 34
2021
Q4
$1K Buy
+21,637
New +$1K 0.58% 31