AG
NUBD icon

Advisor Group’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Advisor Group’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
2019
Q2 		– Sell
-694
Closed -$17K – 5320
2019
Q1 		$17K Hold
694
– – ﹤0.01% 4064
2018
Q4 		$17K Hold
694
– – ﹤0.01% 3920
2018
Q3 		$17K Buy
+694
New +$16.8K ﹤0.01% 3983

Other funds holding NUBD

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advisor Group's NUBD Position: Q2 2019 in Review

Advisor Group sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2019, closing a stake of 694 shares — an estimated $17K sold.

Advisor Group first reported a position in NUBD in Q3 2018 and held it in 3 quarters. The position peaked at $17K in Q1 2019. 30 funds tracked by Wall St. Rank hold NUBD as of Q2 2019.

  • Advisor Group reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Advisor Group sold 694 Nuveen ESG US Aggregate Bond ETF shares in Q2 2019, an estimated $17K.
  • Advisor Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2018 and held it in 3 quarters.
  • Advisor Group's Nuveen ESG US Aggregate Bond ETF position peaked at $17K in Q1 2019.
  • 30 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.