Keudell/Morrison Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Keudell/Morrison 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
2025 Q1	–	Sell	-22,050	Closed	-$480K	–	230
2024 Q4	$480K	Sell	22,050 -12,785	-37%	-$282K	0.13%	111
2024 Q3	$791K	Sell	34,835 -13,360	-28%	-$299K	0.21%	81
2024 Q2	$1.05M	Sell	48,195 -1,695	-3%	-$36.7K	0.31%	60
2024 Q1	$1.1M	Buy	49,890 +7,045	+16%	+$155K	0.33%	59
2023 Q4	$954K	Sell	42,845 -330	-0.8%	-$7.04K	0.31%	62
2023 Q3	$911K	Buy	43,175 +5,375	+14%	+$116K	0.28%	62
2023 Q2	$831K	Buy	37,800 +1,080	+3%	+$23.9K	0.24%	68
2023 Q1	$821K	Buy	+36,720	New	+$813K	0.24%	68

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KOC

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

Keudell/Morrison Wealth Management's NUBD Position: Q1 2025 in Review

Keudell/Morrison Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2025, closing a stake of 22,050 shares — an estimated $480K sold.

Keudell/Morrison Wealth Management first reported a position in NUBD in Q1 2023 and held it in 8 quarters. The position peaked at $1.1M in Q1 2024. 113 funds tracked by Wall St. Rank hold NUBD as of Q1 2025.

Keudell/Morrison Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 22,050 Nuveen ESG US Aggregate Bond ETF shares in Q1 2025, an estimated $480K.
Keudell/Morrison Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2023 and held it in 8 quarters.
Keudell/Morrison Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $1.1M in Q1 2024.
113 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.