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Marshall Financial Group (Maryland)’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Marshall Financial Group (Maryland)’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 		$350K Hold
12,790
– – 0.05% 247
2026
Q1 		$347K Hold
12,790
– – 0.06% 233
2025
Q4 		$350K Buy
12,790
+4,750
+59% +$130K 0.07% 227
2025
Q3 		$220K Buy
+8,040
New +$217K 0.04% 242

Other funds holding MBND

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MBND Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its State Street Nuveen Municipal Bond ETF (MBND) position steady in Q2 2026 at 12,790 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #247.

Marshall Financial Group (Maryland) first reported a position in MBND in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q4 2025. 6 funds tracked by Wall St. Rank hold MBND as of Q2 2026.

  • Marshall Financial Group (Maryland) held 12,790 shares of State Street Nuveen Municipal Bond ETF worth $350K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its State Street Nuveen Municipal Bond ETF share count unchanged in Q2 2026.
  • State Street Nuveen Municipal Bond ETF made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #247 holding.
  • Marshall Financial Group (Maryland) first reported a position in State Street Nuveen Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Marshall Financial Group (Maryland)'s State Street Nuveen Municipal Bond ETF position peaked at $350K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.