New York Life Investment Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

New York Life Investment 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
2023 Q4	–	Sell	-33,320	Closed	-$703K	–	1328
2023 Q3	$703K	Sell	33,320 -998	-3%	-$21.5K	0.01%	704
2023 Q2	$754K	Buy	+34,318	New	+$761K	0.01%	615
2022 Q2	–	Sell	-22,904	Closed	-$552K	–	1253
2022 Q1	$552K	Sell	22,904 -16,098	-41%	-$398K	0.03%	45
2021 Q4	$1M	Buy	39,002 +24,785	+174%	+$639K	0.05%	35
2021 Q3	$368K	Buy	+14,217	New	+$372K	0.02%	43

Other funds holding NUBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

New York Life Investment Management's NUBD Position: Q4 2023 in Review

New York Life Investment Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2023, closing a stake of 33,320 shares — an estimated $703K sold.

New York Life Investment Management first reported a position in NUBD in Q3 2021 and held it in 5 quarters. The position peaked at $1M in Q4 2021. 94 funds tracked by Wall St. Rank hold NUBD as of Q4 2023.

New York Life Investment Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
New York Life Investment Management sold 33,320 Nuveen ESG US Aggregate Bond ETF shares in Q4 2023, an estimated $703K.
New York Life Investment Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2021 and held it in 5 quarters.
New York Life Investment Management's Nuveen ESG US Aggregate Bond ETF position peaked at $1M in Q4 2021.
94 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2023.

Based on New York Life Investment Management's 13F filing for Q4 2023, filed 6 Feb 2024.