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

Diversified’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
Q3 		$854K Buy
37,610
+14
+0% +$313 0.09% 82
2024
Q2 		$820K Buy
+37,596
New +$814K 0.1% 80

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 $839M AUM 19.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Diversified's NUBD Position: Q3 2024 in Review

Diversified increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.04% in Q3 2024, buying an estimated $313 and bringing the position to 37,610 shares worth $854K. The position accounts for 0.09% of the portfolio, ranked #82.

Diversified first reported a position in NUBD in Q2 2024 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold NUBD as of Q3 2024.

  • Diversified held 37,610 shares of Nuveen ESG US Aggregate Bond ETF worth $854K as of Q3 2024.
  • Diversified bought 14 Nuveen ESG US Aggregate Bond ETF shares in Q3 2024, an estimated $313.
  • Nuveen ESG US Aggregate Bond ETF made up 0.09% of Diversified's portfolio in Q3 2024, its #82 holding.
  • Diversified first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.