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One Wealth Management Investment & Advisory Services’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q1 		– Sell
-59,609
Closed -$1.64M – 152
2023
Q4 		$1.64M Buy
+59,609
New +$1.58M 0.73% 27

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
Carson Wealth (CWM LLC)
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's MBND Position: Q1 2024 in Review

One Wealth Management Investment & Advisory Services sold out of State Street Nuveen Municipal Bond ETF (MBND) in Q1 2024, closing a stake of 59,609 shares — an estimated $1.64M sold.

One Wealth Management Investment & Advisory Services first reported a position in MBND in Q4 2023 and held it in 1 quarter. The position peaked at $1.64M in Q4 2023. 15 funds tracked by Wall St. Rank hold MBND as of Q1 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining State Street Nuveen Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 59,609 State Street Nuveen Municipal Bond ETF shares in Q1 2024, an estimated $1.64M.
  • One Wealth Management Investment & Advisory Services first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's State Street Nuveen Municipal Bond ETF position peaked at $1.64M in Q4 2023.
  • 15 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q1 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.