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Cetera Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Cetera Advisors’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
Q1 		$267K Buy
12,173
+2,664
+28% +$58.5K ﹤0.01% 2011
2023
Q4 		$212K Buy
+9,509
New +$203K ﹤0.01% 1608
2023
Q3 		– Sell
-9,191
Closed -$202K – 1763
2023
Q2 		$202K Hold
9,191
– – ﹤0.01% 1505
2023
Q1 		$205K Buy
+9,191
New +$204K ﹤0.01% 1481

Other funds holding NUBD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Cetera Advisors's NUBD Position: Q1 2024 in Review

Cetera Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 28% in Q1 2024, buying an estimated $58.5K and bringing the position to 12,173 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Cetera Advisors first reported a position in NUBD in Q1 2023 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold NUBD as of Q1 2024.

  • Cetera Advisors held 12,173 shares of Nuveen ESG US Aggregate Bond ETF worth $267K as of Q1 2024.
  • Cetera Advisors bought 2,664 Nuveen ESG US Aggregate Bond ETF shares in Q1 2024, an estimated $58.5K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2011 holding.
  • Cetera Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.