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

Ameritas Advisory Services’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
-1,148
Closed -$25.6K – 1865
2023
Q1 		$25.6K Buy
+1,148
New +$25.4K ﹤0.01% 1531

Other funds holding NUBD

Envestnet Asset Management
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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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CG
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameritas Advisory Services sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2023, closing a stake of 1,148 shares — an estimated $25.6K sold.

Ameritas Advisory Services first reported a position in NUBD in Q1 2023 and held it in 1 quarter. The position peaked at $25.6K in Q1 2023. 86 funds tracked by Wall St. Rank hold NUBD as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,148 Nuveen ESG US Aggregate Bond ETF shares in Q2 2023, an estimated $25.6K.
  • Ameritas Advisory Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Nuveen ESG US Aggregate Bond ETF position peaked at $25.6K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.