LIA
MBND icon

Lynx Investment Advisory’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Lynx Investment Advisory’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
2024
Q3 		– Sell
-4,485
Closed -$123K – 500
2024
Q2 		$123K Buy
+4,485
New +$123K 0.09% 162

Other funds holding MBND

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lynx Investment Advisory's MBND Position: Q3 2024 in Review

Lynx Investment Advisory sold out of State Street Nuveen Municipal Bond ETF (MBND) in Q3 2024, closing a stake of 4,485 shares — an estimated $123K sold.

Lynx Investment Advisory first reported a position in MBND in Q2 2024 and held it in 1 quarter. The position peaked at $123K in Q2 2024. 16 funds tracked by Wall St. Rank hold MBND as of Q3 2024.

  • Lynx Investment Advisory reported no remaining State Street Nuveen Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 4,485 State Street Nuveen Municipal Bond ETF shares in Q3 2024, an estimated $123K.
  • Lynx Investment Advisory first reported a position in State Street Nuveen Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's State Street Nuveen Municipal Bond ETF position peaked at $123K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.