Beta Wealth Group, Inc.
Position in MBND — State Street(R) Nuveen Municipal Bond ETF
CIK 1594417
SAN DIEGO, CA
All Filings in MBND
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 MBND | $2,119,307 | 77,673 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 MBND | $1,810,734 | 65,809 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 MBND | $1,754,961 | 62,666 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 MBND | $1,785,610 | 65,097 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 MBND | $1,917,960 | 69,668 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 MBND | $635,844 | 23,109 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 MBND | $974,615 | 37,478 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||