LPL Financial
MBND icon

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

LPL Financial’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
Q3 		$1M Buy
39,053
+3,434
+10% +$91.7K ﹤0.01% 4501
2026
Q2 		$974K Buy
35,619
+358
+1% +$9.8K ﹤0.01% 4445
2026
Q1 		$958K Buy
35,261
+2,251
+7% +$61.9K ﹤0.01% 4225
2025
Q4 		$903K Sell
33,010
-5,431
-14% -$149K ﹤0.01% 4181
2025
Q3 		$1.05M Buy
38,441
+11,303
+42% +$305K ﹤0.01% 3958
2025
Q2 		$735K Buy
27,138
+3,196
+13% +$86K ﹤0.01% 4030
2025
Q1 		$653K Buy
23,942
+9,150
+62% +$252K ﹤0.01% 3920
2024
Q4 		$407K Buy
+14,792
New +$410K ﹤0.01% 4271

Other funds holding MBND

Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

LPL Financial's MBND Position: Q3 2026 in Review

LPL Financial increased its State Street Nuveen Municipal Bond ETF (MBND) stake by 9.6% in Q3 2026, buying an estimated $91.7K and bringing the position to 39,053 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

LPL Financial first reported a position in MBND in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q3 2025. 6 funds tracked by Wall St. Rank hold MBND as of Q3 2026.

  • LPL Financial held 39,053 shares of State Street Nuveen Municipal Bond ETF worth $1M as of Q3 2026.
  • LPL Financial bought 3,434 State Street Nuveen Municipal Bond ETF shares in Q3 2026, an estimated $91.7K.
  • State Street Nuveen Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4501 holding.
  • LPL Financial first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • LPL Financial's State Street Nuveen Municipal Bond ETF position peaked at $1.05M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.