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Old Mission Capital’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Old Mission Capital’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
Q2 		– Sell
-22,921
Closed -$504K – 1559
2024
Q1 		$504K Buy
22,921
+11,963
+109% +$263K 0.01% 730
2023
Q4 		$244K Sell
10,958
-880
-7% -$18.8K ﹤0.01% 1007
2023
Q3 		$250K Buy
+11,838
New +$256K 0.01% 950
2022
Q4 		– Sell
-78,677
Closed -$1.7M – 1636
2022
Q3 		$1.7M Buy
+78,677
New +$1.79M 0.05% 271

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Old Mission Capital's NUBD Position: Q2 2024 in Review

Old Mission Capital sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2024, closing a stake of 22,921 shares — an estimated $504K sold.

Old Mission Capital first reported a position in NUBD in Q3 2022 and held it in 4 quarters. The position peaked at $1.7M in Q3 2022. 100 funds tracked by Wall St. Rank hold NUBD as of Q2 2024.

  • Old Mission Capital reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Old Mission Capital sold 22,921 Nuveen ESG US Aggregate Bond ETF shares in Q2 2024, an estimated $504K.
  • Old Mission Capital first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2022 and held it in 4 quarters.
  • Old Mission Capital's Nuveen ESG US Aggregate Bond ETF position peaked at $1.7M in Q3 2022.
  • 100 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2024.

Based on Old Mission Capital's 13F filing for Q2 2024, filed 14 Aug 2024.