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CX Institutional’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

CX Institutional’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
-38,054
Closed -$864K – 579
2024
Q3 		$864K Buy
38,054
+6
+0% +$134 0.04% 304
2024
Q2 		$830K Sell
38,048
-10,233
-21% -$221K 0.04% 302
2024
Q1 		$1.06M Buy
48,281
+6,100
+14% +$134K 0.05% 276
2023
Q4 		$939K Sell
42,181
-24,189
-36% -$516K 0.05% 269
2023
Q3 		$1.4M Sell
66,370
-24,129
-27% -$521K 0.08% 216
2023
Q2 		$1.99M Buy
90,499
+3,657
+4% +$81.1K 0.1% 213
2023
Q1 		$1.94M Buy
86,842
+303
+0.4% +$6.71K 0.1% 218
2022
Q4 		$1.88M Buy
86,539
+35,502
+70% +$772K 0.11% 199
2022
Q3 		$1.1M Buy
51,037
+2,145
+4% +$48.8K 0.08% 243
2022
Q2 		$1.12M Sell
48,892
-6,612
-12% -$153K 0.08% 230
2022
Q1 		$1.34M Buy
55,504
+422
+0.8% +$10.4K 0.11% 195
2021
Q4 		$1.41M Sell
55,082
-62
-0.1% -$1.6K 0.11% 175
2021
Q3 		$1.43M Buy
55,144
+586
+1% +$15.3K 0.12% 181
2021
Q2 		$1.42M Sell
54,558
-20,467
-27% -$531K 0.12% 183
2021
Q1 		$1.94M Buy
75,025
+6,439
+9% +$169K 0.17% 154
2020
Q4 		$1.84M Sell
68,586
-14,463
-17% -$388K 0.18% 162
2020
Q3 		$2.24M Buy
83,049
+39,530
+91% +$1.07M 0.24% 123
2020
Q2 		$1.18M Buy
43,519
+36,088
+486% +$968K 0.15% 141
2020
Q1 		$197K Buy
7,431
+4,594
+162% +$119K 0.03% 231
2019
Q4 		$72K Hold
2,837
– – 0.01% 257
2019
Q3 		$73K Buy
2,837
+38
+1% +$973 0.01% 268
2019
Q2 		$71K Hold
2,799
– – 0.01% 300
2019
Q1 		$70K Hold
2,799
– – 0.01% 306
2018
Q4 		$68K Hold
2,799
– – 0.01% 239
2018
Q3 		$67K Buy
2,799
+1,442
+106% +$34.9K 0.02% 170
2018
Q2 		$33K Buy
+1,357
New +$32.9K 0.01% 175

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

CX Institutional's NUBD Position: Q4 2024 in Review

CX Institutional sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2024, closing a stake of 38,054 shares — an estimated $864K sold.

CX Institutional first reported a position in NUBD in Q2 2018 and held it in 26 quarters. The position peaked at $2.24M in Q3 2020. 116 funds tracked by Wall St. Rank hold NUBD as of Q4 2024.

  • CX Institutional reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • CX Institutional sold 38,054 Nuveen ESG US Aggregate Bond ETF shares in Q4 2024, an estimated $864K.
  • CX Institutional first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2018 and held it in 26 quarters.
  • CX Institutional's Nuveen ESG US Aggregate Bond ETF position peaked at $2.24M in Q3 2020.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2024.

Based on CX Institutional's 13F filing for Q4 2024, filed 21 Jan 2025.