McNamara Financial Services’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

McNamara Financial Services’s Portfolio MBNE Stock Details MBNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21,037	Closed	-$611K	–	94
2025 Q1	$611K	Buy	21,037 +12	+0.1%	+$354	0.13%	43
2024 Q4	$618K	Buy	21,025 +882	+4%	+$26.3K	0.15%	37
2024 Q3	$608K	Buy	20,143 +547	+3%	+$16.4K	0.12%	40
2024 Q2	$582K	Buy	+19,596	New	+$580K	0.12%	40

Other funds holding MBNE

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McNamara Financial Services's MBNE Position: Q2 2025 in Review

McNamara Financial Services sold out of State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q2 2025, closing a stake of 21,037 shares — an estimated $611K sold.

McNamara Financial Services first reported a position in MBNE in Q2 2024 and held it in 4 quarters. The position peaked at $618K in Q4 2024. 17 funds tracked by Wall St. Rank hold MBNE as of Q2 2025.

McNamara Financial Services reported no remaining State Street Nuveen Municipal Bond ESG ETF position as of Q2 2025 after selling out during the quarter.
McNamara Financial Services sold 21,037 State Street Nuveen Municipal Bond ESG ETF shares in Q2 2025, an estimated $611K.
McNamara Financial Services first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q2 2024 and held it in 4 quarters.
McNamara Financial Services's State Street Nuveen Municipal Bond ESG ETF position peaked at $618K in Q4 2024.
17 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q2 2025.

Based on McNamara Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.