GWM
NUBD icon

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

Geneos 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
2021
Q2 		– Sell
-71
Closed -$1K – 3033
2021
Q1 		$1K Sell
71
-3,592
-98% -$94.4K ﹤0.01% 3045
2020
Q4 		$92K Buy
+3,663
New +$98.3K ﹤0.01% 1185

Other funds holding NUBD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Geneos Wealth Management's NUBD Position: Q2 2021 in Review

Geneos Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2021, closing a stake of 71 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in NUBD in Q4 2020 and held it in 2 quarters. The position peaked at $92K in Q4 2020. 68 funds tracked by Wall St. Rank hold NUBD as of Q2 2021.

  • Geneos Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 71 Nuveen ESG US Aggregate Bond ETF shares in Q2 2021, an estimated $1K.
  • Geneos Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Geneos Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $92K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.