SAG
MBNE

SageView Advisory Group’s State Street Nuveen Municipal Bond ESG ETF MBNE Stock Holding History

SageView Advisory Group’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
-1,099
Closed -$31.9K – 1675
2025
Q4 		$31.9K Buy
+1,099
New +$32.1K ﹤0.01% 1260

Other funds holding MBNE

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OIS
Okabena Investment Services Minneapolis, Minnesota $560M AUM 27.7% 1-Year Est. Return
CAM
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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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's MBNE Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street Nuveen Municipal Bond ESG ETF (MBNE) in Q1 2026, closing a stake of 1,099 shares — an estimated $31.9K sold.

SageView Advisory Group first reported a position in MBNE in Q4 2025 and held it in 1 quarter. The position peaked at $31.9K in Q4 2025. 9 funds tracked by Wall St. Rank hold MBNE as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street Nuveen Municipal Bond ESG ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,099 State Street Nuveen Municipal Bond ESG ETF shares in Q1 2026, an estimated $31.9K.
  • SageView Advisory Group first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's State Street Nuveen Municipal Bond ESG ETF position peaked at $31.9K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.