MAI Capital Management’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

MAI Capital Management’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	$11.8K	Sell	434 -452	-51%	-$12.4K	﹤0.01%	3086
2025 Q4	$24.2K	Hold	886	–	–	﹤0.01%	2412
2025 Q3	$24.2K	Hold	886	–	–	﹤0.01%	2322
2025 Q2	$24K	Sell	886 -186	-17%	-$5.01K	﹤0.01%	2258
2025 Q1	$29.3K	Hold	1,072	–	–	﹤0.01%	2016
2024 Q4	$29.5K	Buy	+1,072	New	+$29.7K	﹤0.01%	2045

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

LPL Financial San Diego, California $377B AUM 19.32% 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

MAI Capital Management's MBND Position: Q1 2026 in Review

MAI Capital Management reduced its State Street Nuveen Municipal Bond ETF (MBND) stake by 51% in Q1 2026, selling an estimated $12.4K and leaving 434 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

MAI Capital Management first reported a position in MBND in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.5K in Q4 2024. 22 funds tracked by Wall St. Rank hold MBND as of Q1 2026.

MAI Capital Management held 434 shares of State Street Nuveen Municipal Bond ETF worth $11.8K as of Q1 2026.
MAI Capital Management sold 452 State Street Nuveen Municipal Bond ETF shares in Q1 2026, an estimated $12.4K.
State Street Nuveen Municipal Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3086 holding.
MAI Capital Management first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's State Street Nuveen Municipal Bond ETF position peaked at $29.5K in Q4 2024.
22 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.