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Sand Hill Global Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Sand Hill Global Advisors’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
Q1 		– Sell
-11,028
Closed -$245K – 166
2023
Q4 		$245K Sell
11,028
-306
-3% -$6.53K 0.01% 151
2023
Q3 		$239K Buy
11,334
+555
+5% +$12K 0.01% 143
2023
Q2 		$237K Sell
10,779
-455
-4% -$10.1K 0.01% 145
2023
Q1 		$251K Buy
+11,234
New +$249K 0.01% 145

Other funds holding NUBD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Focus Partners Wealth
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

Sand Hill Global Advisors's NUBD Position: Q1 2024 in Review

Sand Hill Global Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2024, closing a stake of 11,028 shares — an estimated $245K sold.

Sand Hill Global Advisors first reported a position in NUBD in Q1 2023 and held it in 4 quarters. The position peaked at $251K in Q1 2023. 105 funds tracked by Wall St. Rank hold NUBD as of Q1 2024.

  • Sand Hill Global Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Sand Hill Global Advisors sold 11,028 Nuveen ESG US Aggregate Bond ETF shares in Q1 2024, an estimated $245K.
  • Sand Hill Global Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2023 and held it in 4 quarters.
  • Sand Hill Global Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $251K in Q1 2023.
  • 105 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2024.

Based on Sand Hill Global Advisors's 13F filing for Q1 2024, filed 13 May 2024.