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Advisornet Financial’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Advisornet Financial’s Portfolio NUBD Stock Details NUBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-52,500
Closed -$1.19M – 2167
2024
Q3 		$1.19M Hold
52,500
– – 0.09% 211
2024
Q2 		$1.15M Sell
52,500
-925
-2% -$20K 0.1% 191
2024
Q1 		$1.17M Buy
53,425
+1,155
+2% +$25.4K 0.11% 184
2023
Q4 		$1.16M Buy
52,270
+5,653
+12% +$121K 0.11% 206
2023
Q3 		$984K Hold
46,617
– – 0.09% 210
2023
Q2 		$1.02M Hold
46,617
– – 0.09% 208
2023
Q1 		$1.04M Sell
46,617
-6,503
-12% -$144K 0.1% 206
2022
Q4 		$1.16M Sell
53,120
-5,216
-9% -$113K 0.11% 189
2022
Q3 		$1.26M Buy
58,336
+25,068
+75% +$570K 0.13% 177
2022
Q2 		$761K Sell
33,268
-1,507
-4% -$34.8K 0.07% 249
2022
Q1 		$839K Buy
34,775
+357
+1% +$8.84K 0.05% 280
2021
Q4 		$884K Buy
34,418
+7,735
+29% +$199K 0.05% 288
2021
Q3 		$691K Buy
26,683
+1,753
+7% +$45.9K 0.05% 305
2021
Q2 		$650K Buy
24,930
+1,729
+7% +$44.8K 0.04% 339
2021
Q1 		$599K Buy
23,201
+1,309
+6% +$34.4K 0.04% 335
2020
Q4 		$586K Buy
21,892
+596
+3% +$16K 0.05% 312
2020
Q3 		$574K Buy
21,296
+5,303
+33% +$144K 0.05% 320
2020
Q2 		$433K Sell
15,993
-3,203
-17% -$85.9K 0.03% 362
2020
Q1 		$509K Sell
19,196
-664
-3% -$17.3K 0.05% 303
2019
Q4 		$508K Sell
19,860
-224
-1% -$5.75K 0.04% 329
2019
Q3 		$517K Buy
20,084
+19,184
+2,132% +$491K 0.05% 326
2019
Q2 		$23K Hold
900
– – ﹤0.01% 1024
2019
Q1 		$22K Buy
+900
New +$22K ﹤0.01% 972

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Advisornet Financial's NUBD Position: Q4 2024 in Review

Advisornet Financial sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2024, closing a stake of 52,500 shares — an estimated $1.19M sold.

Advisornet Financial first reported a position in NUBD in Q1 2019 and held it in 23 quarters. The position peaked at $1.26M in Q3 2022. 116 funds tracked by Wall St. Rank hold NUBD as of Q4 2024.

  • Advisornet Financial reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 52,500 Nuveen ESG US Aggregate Bond ETF shares in Q4 2024, an estimated $1.19M.
  • Advisornet Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2019 and held it in 23 quarters.
  • Advisornet Financial's Nuveen ESG US Aggregate Bond ETF position peaked at $1.26M in Q3 2022.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.