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Bear Mountain Capital’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Bear Mountain Capital’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
-16,691
Closed -$374K – 184
2024
Q3 		$374K Hold
16,691
– – 0.15% 36
2024
Q2 		$368K Hold
16,691
– – 0.15% 36
2024
Q1 		$358K Hold
16,691
– – 0.15% 36
2023
Q4 		$368K Buy
+16,691
New +$356K 0.15% 37

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
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

Bear Mountain Capital's NUBD Position: Q4 2024 in Review

Bear Mountain Capital sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2024, closing a stake of 16,691 shares — an estimated $374K sold.

Bear Mountain Capital first reported a position in NUBD in Q4 2023 and held it in 4 quarters. The position peaked at $374K in Q3 2024. 116 funds tracked by Wall St. Rank hold NUBD as of Q4 2024.

  • Bear Mountain Capital reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bear Mountain Capital sold 16,691 Nuveen ESG US Aggregate Bond ETF shares in Q4 2024, an estimated $374K.
  • Bear Mountain Capital first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Bear Mountain Capital's Nuveen ESG US Aggregate Bond ETF position peaked at $374K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2024.

Based on Bear Mountain Capital's 13F filing for Q4 2024, filed 3 Feb 2025.