Patten & Patten’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Patten & Patten’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	$2.52M	Sell	92,850 -250	-0.3%	-$6.87K	0.15%	115
2025 Q4	$2.55M	Buy	93,100 +250	+0.3%	+$6.85K	0.15%	109
2025 Q3	$2.54M	Sell	92,850 -16,600	-15%	-$448K	0.15%	108
2025 Q2	$2.96M	Sell	109,450 -15,225	-12%	-$410K	0.19%	96
2025 Q1	$3.4M	Sell	124,675 -2,000	-2%	-$55K	0.23%	82
2024 Q4	$3.49M	Sell	126,675 -8,755	-6%	-$243K	0.23%	83
2024 Q3	$3.79M	Sell	135,430 -750	-0.6%	-$20.8K	0.25%	75
2024 Q2	$3.74M	Sell	136,180 -5,250	-4%	-$143K	0.26%	73
2024 Q1	$3.89M	Buy	+141,430	New	+$3.88M	0.28%	74

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Patten & Patten's MBND Position: Q1 2026 in Review

Patten & Patten reduced its State Street Nuveen Municipal Bond ETF (MBND) stake by 0.27% in Q1 2026, selling an estimated $6.87K and leaving 92,850 shares worth $2.52M. The position accounts for 0.15% of the portfolio, ranked #115.

Patten & Patten first reported a position in MBND in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.89M in Q1 2024. 22 funds tracked by Wall St. Rank hold MBND as of Q1 2026.

Patten & Patten held 92,850 shares of State Street Nuveen Municipal Bond ETF worth $2.52M as of Q1 2026.
Patten & Patten sold 250 State Street Nuveen Municipal Bond ETF shares in Q1 2026, an estimated $6.87K.
State Street Nuveen Municipal Bond ETF made up 0.15% of Patten & Patten's portfolio in Q1 2026, its #115 holding.
Patten & Patten first reported a position in State Street Nuveen Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
Patten & Patten's State Street Nuveen Municipal Bond ETF position peaked at $3.89M in Q1 2024.
22 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.