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 Q2	$974K	Buy	35,619 +358	+1%	+$9.75K	﹤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 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

LWMNY

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 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

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

LPL Financial's MBND Position: Q2 2026 in Review

LPL Financial increased its State Street Nuveen Municipal Bond ETF (MBND) stake by 1% in Q2 2026, buying an estimated $9.75K and bringing the position to 35,619 shares worth $974K. The position accounts for ﹤0.01% of the portfolio, ranked #4445.

LPL Financial first reported a position in MBND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2025. 20 funds tracked by Wall St. Rank hold MBND as of Q2 2026.

LPL Financial held 35,619 shares of State Street Nuveen Municipal Bond ETF worth $974K as of Q2 2026.
LPL Financial bought 358 State Street Nuveen Municipal Bond ETF shares in Q2 2026, an estimated $9.75K.
State Street Nuveen Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4445 holding.
LPL Financial first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
LPL Financial's State Street Nuveen Municipal Bond ETF position peaked at $1.05M in Q3 2025.
20 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.