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

Atomi Financial Group’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
2025
Q1 		– Sell
-10,743
Closed -$234K – 1092
2024
Q4 		$234K Buy
+10,743
New +$237K 0.01% 839

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 $777M AUM 13.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Atomi Financial Group's NUBD Position: Q1 2025 in Review

Atomi Financial Group sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2025, closing a stake of 10,743 shares — an estimated $234K sold.

Atomi Financial Group first reported a position in NUBD in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 113 funds tracked by Wall St. Rank hold NUBD as of Q1 2025.

  • Atomi Financial Group reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 10,743 Nuveen ESG US Aggregate Bond ETF shares in Q1 2025, an estimated $234K.
  • Atomi Financial Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Atomi Financial Group's Nuveen ESG US Aggregate Bond ETF position peaked at $234K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.