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 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

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

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 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

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

LPL Financial's MBND Position: Q1 2026 in Review

LPL Financial increased its State Street Nuveen Municipal Bond ETF (MBND) stake by 6.8% in Q1 2026, buying an estimated $61.9K and bringing the position to 35,261 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #4225.

LPL Financial first reported a position in MBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q3 2025. 22 funds tracked by Wall St. Rank hold MBND as of Q1 2026.

LPL Financial held 35,261 shares of State Street Nuveen Municipal Bond ETF worth $958K as of Q1 2026.
LPL Financial bought 2,251 State Street Nuveen Municipal Bond ETF shares in Q1 2026, an estimated $61.9K.
State Street Nuveen Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4225 holding.
LPL Financial first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
LPL Financial's State Street Nuveen Municipal Bond ETF position peaked at $1.05M in Q3 2025.
22 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.