UBS Group’s State Street Nuveen Municipal Bond ETF MBND Stock Holding History

UBS Group’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
2025 Q4	–	Sell	-1	Closed	-$27	–	10916
2025 Q3	$27	Sell	1 -4,265	-100%	-$115K	﹤0.01%	10093
2025 Q2	$116K	Buy	4,266 +910	+27%	+$24.5K	﹤0.01%	7113
2025 Q1	$91.6K	Sell	3,356 -294	-8%	-$8.09K	﹤0.01%	7111
2024 Q4	$100K	Buy	+3,650	New	+$101K	﹤0.01%	6872
2024 Q3	–	Sell	-7	Closed	-$192	–	9847
2024 Q2	$192	Buy	+7	New	+$191	﹤0.01%	9083
2024 Q1	–	Sell	-914	Closed	-$25.1K	–	9748
2023 Q4	$25.1K	Buy	+914	New	+$24.2K	﹤0.01%	6960
2023 Q2	–	Sell	-100	Closed	-$2.71K	–	9351
2023 Q1	$2.71K	Buy	100 +67	+203%	+$1.81K	﹤0.01%	8462
2022 Q4	$882	Buy	+33	New	+$871	﹤0.01%	10048
2022 Q3	–	Sell	-1,324	Closed	-$36K	–	10690
2022 Q2	$36K	Buy	1,324 +1,026	+344%	+$27.7K	﹤0.01%	6191
2022 Q1	$8K	Buy	298 +3	+1%	+$86	﹤0.01%	8679
2021 Q4	$9K	Buy	+295	New	+$8.81K	﹤0.01%	8916

Other funds holding MBND

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's MBND Position: Q4 2025 in Review

UBS Group sold out of State Street Nuveen Municipal Bond ETF (MBND) in Q4 2025, closing a stake of 1 share — an estimated $27 sold.

UBS Group first reported a position in MBND in Q4 2021 and held it in 11 quarters. The position peaked at $116K in Q2 2025. 22 funds tracked by Wall St. Rank hold MBND as of Q4 2025.

UBS Group reported no remaining State Street Nuveen Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 1 State Street Nuveen Municipal Bond ETF share in Q4 2025, an estimated $27.
UBS Group first reported a position in State Street Nuveen Municipal Bond ETF in Q4 2021 and held it in 11 quarters.
UBS Group's State Street Nuveen Municipal Bond ETF position peaked at $116K in Q2 2025.
22 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.