Rockefeller Capital Management’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

Rockefeller Capital Management’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	$147K	Buy	5,391 +46	+0.9%	+$1.25K	﹤0.01%	2763
2026 Q1	$145K	Buy	5,345 +31	+0.6%	+$852	﹤0.01%	2660
2025 Q4	$145K	Buy	5,314 +61	+1%	+$1.67K	﹤0.01%	2530
2025 Q3	$144K	Buy	+5,253	New	+$142K	﹤0.01%	2393
2023 Q1	–	Sell	-4,587	Closed	-$122K	–	3107
2022 Q4	$122K	Buy	+4,587	New	+$121K	﹤0.01%	1926

Other funds holding MBND

Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management's MBND Position: Q2 2026 in Review

Rockefeller Capital Management increased its State Street Nuveen Municipal Bond ETF (MBND) stake by 0.86% in Q2 2026, buying an estimated $1.25K and bringing the position to 5,391 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

Rockefeller Capital Management first reported a position in MBND in Q4 2022 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold MBND as of Q2 2026.

Rockefeller Capital Management held 5,391 shares of State Street Nuveen Municipal Bond ETF worth $147K as of Q2 2026.
Rockefeller Capital Management bought 46 State Street Nuveen Municipal Bond ETF shares in Q2 2026, an estimated $1.25K.
State Street Nuveen Municipal Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2763 holding.
Rockefeller Capital Management first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2022 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.