Congress Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Congress Wealth 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
2024 Q4	–	Sell	-8,818	Closed	-$200K	–	908
2024 Q3	$200K	Buy	+8,818	New	+$197K	﹤0.01%	826
2023 Q3	–	Sell	-9,286	Closed	-$204K	–	616
2023 Q2	$204K	Sell	9,286 -5	-0.1%	-$111	﹤0.01%	538
2023 Q1	$208K	Hold	9,291	–	–	0.01%	537
2022 Q4	$202K	Hold	9,291	–	–	0.01%	542
2022 Q3	$201K	Sell	9,291 -1,212	-12%	-$27.6K	0.01%	530
2022 Q2	$240K	Sell	10,503 -6,821	-39%	-$158K	0.01%	508
2022 Q1	$418K	Buy	17,324 +3,626	+26%	+$89.8K	0.01%	465
2021 Q4	$352K	Buy	+13,698	New	+$353K	0.01%	506

Other funds holding NUBD

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

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

Congress Wealth Management's NUBD Position: Q4 2024 in Review

Congress Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2024, closing a stake of 8,818 shares — an estimated $200K sold.

Congress Wealth Management first reported a position in NUBD in Q4 2021 and held it in 8 quarters. The position peaked at $418K in Q1 2022. 116 funds tracked by Wall St. Rank hold NUBD as of Q4 2024.

Congress Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 8,818 Nuveen ESG US Aggregate Bond ETF shares in Q4 2024, an estimated $200K.
Congress Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2021 and held it in 8 quarters.
Congress Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $418K in Q1 2022.
116 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.