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American Portfolios Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

American Portfolios 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
2022
Q3 		$262K Buy
12,105
+2,051
+20% +$46.6K 0.01% 915
2022
Q2 		$230K Sell
10,054
-398
-4% -$9.2K 0.01% 981
2022
Q1 		$252K Buy
10,452
+1,287
+14% +$31.9K 0.01% 1053
2021
Q4 		$235K Buy
9,165
+509
+6% +$13.1K 0.01% 1072
2021
Q3 		$224K Buy
8,656
+41
+0.5% +$1.07K 0.01% 1063
2021
Q2 		$225K Buy
8,615
+808
+10% +$21K 0.01% 1055
2021
Q1 		$202K Buy
+7,807
New +$205K 0.01% 1016

Other funds holding NUBD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's NUBD Position: Q3 2022 in Review

American Portfolios Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 20% in Q3 2022, buying an estimated $46.6K and bringing the position to 12,105 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #915.

American Portfolios Advisors first reported a position in NUBD in Q1 2021 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold NUBD as of Q3 2022.

  • American Portfolios Advisors held 12,105 shares of Nuveen ESG US Aggregate Bond ETF worth $262K as of Q3 2022.
  • American Portfolios Advisors bought 2,051 Nuveen ESG US Aggregate Bond ETF shares in Q3 2022, an estimated $46.6K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #915 holding.
  • American Portfolios Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and has held it in 7 quarters since.
  • 82 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.