Advisory Services Network’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-659	Closed	-$14.7K	–	2875
2023 Q1	$14.7K	Sell	659 -159	-19%	-$3.52K	﹤0.01%	2708
2022 Q4	$17.8K	Buy	+818	New	+$17.8K	﹤0.01%	2567
2019 Q2	–	Sell	-100	Closed	-$2K	–	2882
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	2336
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	2319
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	2320
2018 Q2	$2K	Buy	+100	New	+$2.42K	﹤0.01%	2282

Other funds holding NUBD

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

WWA

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

COCM

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

Advisory Services Network's NUBD Position: Q2 2023 in Review

Advisory Services Network sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2023, closing a stake of 659 shares — an estimated $14.7K sold.

Advisory Services Network first reported a position in NUBD in Q2 2018 and held it in 6 quarters. The position peaked at $17.8K in Q4 2022. 86 funds tracked by Wall St. Rank hold NUBD as of Q2 2023.

Advisory Services Network reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 659 Nuveen ESG US Aggregate Bond ETF shares in Q2 2023, an estimated $14.7K.
Advisory Services Network first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2018 and held it in 6 quarters.
Advisory Services Network's Nuveen ESG US Aggregate Bond ETF position peaked at $17.8K in Q4 2022.
86 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.