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Baker Avenue Asset Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Baker Avenue Asset Management’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
2023
Q1 		– Sell
-804
Closed -$17.5K – 1708
2022
Q4 		$17.5K Buy
+804
New +$17.5K ﹤0.01% 635

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
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CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baker Avenue Asset Management's NUBD Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2023, closing a stake of 804 shares — an estimated $17.5K sold.

Baker Avenue Asset Management first reported a position in NUBD in Q4 2022 and held it in 1 quarter. The position peaked at $17.5K in Q4 2022. 90 funds tracked by Wall St. Rank hold NUBD as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 804 Nuveen ESG US Aggregate Bond ETF shares in Q1 2023, an estimated $17.5K.
  • Baker Avenue Asset Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's Nuveen ESG US Aggregate Bond ETF position peaked at $17.5K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.