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Journey Strategic Wealth’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Journey Strategic Wealth’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 		– Sell
-26,919
Closed -$587K – 525
2024
Q2 		$587K Buy
26,919
+16,316
+154% +$353K 0.03% 146
2024
Q1 		$233K Buy
+10,603
New +$233K 0.01% 240

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
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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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 $377B AUM 19.32% 1-Year Est. Return

Journey Strategic Wealth's NUBD Position: Q3 2024 in Review

Journey Strategic Wealth sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2024, closing a stake of 26,919 shares — an estimated $587K sold.

Journey Strategic Wealth first reported a position in NUBD in Q1 2024 and held it in 2 quarters. The position peaked at $587K in Q2 2024. 104 funds tracked by Wall St. Rank hold NUBD as of Q3 2024.

  • Journey Strategic Wealth reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 26,919 Nuveen ESG US Aggregate Bond ETF shares in Q3 2024, an estimated $587K.
  • Journey Strategic Wealth first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Journey Strategic Wealth's Nuveen ESG US Aggregate Bond ETF position peaked at $587K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2024.

Based on Journey Strategic Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.