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

UBS 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	$14.6K	Buy	503 +437	+662%	+$12.8K	﹤0.01%	8160
2025 Q4	$1.92K	Buy	+66	New	+$1.93K	﹤0.01%	9435
2025 Q3	–	Sell	-34,364	Closed	-$988K	–	10684
2025 Q2	$988K	Buy	34,364 +328	+1%	+$9.39K	﹤0.01%	5460
2025 Q1	$988K	Sell	34,036 -7,986	-19%	-$235K	﹤0.01%	5296
2024 Q4	$1.24M	Buy	42,022 +8,231	+24%	+$245K	﹤0.01%	5143
2024 Q3	$1.02M	Sell	33,791 -244	-0.7%	-$7.32K	﹤0.01%	4636
2024 Q2	$1.01M	Sell	34,035 -4,618	-12%	-$137K	﹤0.01%	4415
2024 Q1	$1.15M	Buy	38,653 +2,411	+7%	+$71.9K	﹤0.01%	4482
2023 Q4	$1.09M	Buy	36,242 +3,157	+10%	+$91.1K	﹤0.01%	4424
2023 Q3	$937K	Buy	33,085 +7,200	+28%	+$210K	﹤0.01%	4128
2023 Q2	$762K	Hold	25,885	–	–	﹤0.01%	4478
2023 Q1	$769K	Buy	25,885 +25,316	+4,449%	+$749K	﹤0.01%	4340
2022 Q4	$16.6K	Buy	569 +566	+18,867%	+$16.4K	﹤0.01%	7887
2022 Q3	$0	Buy	+3	New	+$89	﹤0.01%	10691

Other funds holding MBNE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OIS

Okabena Investment Services Minneapolis, Minnesota $560M AUM 27.7% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's MBNE Position: Q1 2026 in Review

UBS Group increased its State Street Nuveen Municipal Bond ESG ETF (MBNE) stake by 662% in Q1 2026, buying an estimated $12.8K and bringing the position to 503 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #8160.

UBS Group first reported a position in MBNE in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2024. 9 funds tracked by Wall St. Rank hold MBNE as of Q1 2026.

UBS Group held 503 shares of State Street Nuveen Municipal Bond ESG ETF worth $14.6K as of Q1 2026.
UBS Group bought 437 State Street Nuveen Municipal Bond ESG ETF shares in Q1 2026, an estimated $12.8K.
State Street Nuveen Municipal Bond ESG ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8160 holding.
UBS Group first reported a position in State Street Nuveen Municipal Bond ESG ETF in Q3 2022 and has held it in 14 quarters since.
UBS Group's State Street Nuveen Municipal Bond ESG ETF position peaked at $1.24M in Q4 2024.
9 funds tracked by Wall St. Rank held State Street Nuveen Municipal Bond ESG ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.