Natural Investments’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

Natural Investments’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
2026 Q1	–	Sell	-12,402	Closed	-$360K	–	300
2025 Q4	$360K	Buy	+12,402	New	+$362K	0.09%	195
2025 Q3	–	Sell	-12,248	Closed	-$352K	–	269
2025 Q2	$352K	Hold	12,248	–	–	0.09%	188
2025 Q1	$355K	Buy	12,248 +2,255	+23%	+$66.5K	0.1%	172
2024 Q4	$293K	Buy	+9,993	New	+$298K	0.08%	193

Other funds holding MBNE

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

OIS

Okabena Investment Services Minneapolis, Minnesota $560M AUM 27.7% 1-Year Est. Return

CAM

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

SFC

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natural Investments's MBNE Position: Q1 2026 in Review

Natural Investments sold out of State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q1 2026, closing a stake of 12,402 shares — an estimated $360K sold.

Natural Investments first reported a position in MBNE in Q4 2024 and held it in 4 quarters. The position peaked at $360K in Q4 2025. 9 funds tracked by Wall St. Rank hold MBNE as of Q1 2026.

Natural Investments reported no remaining State Street Nuveen Municipal Bond ESG ETF position as of Q1 2026 after selling out during the quarter.
Natural Investments sold 12,402 State Street Nuveen Municipal Bond ESG ETF shares in Q1 2026, an estimated $360K.
Natural Investments first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q4 2024 and held it in 4 quarters.
Natural Investments's State Street Nuveen Municipal Bond ESG ETF position peaked at $360K in Q4 2025.
9 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.