Avondale Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Avondale Wealth Management’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	–	Sell	-1,000	Closed	-$23K	–	120
2022 Q2	$23K	Sell	1,000 -500	-33%	-$11.6K	0.03%	86
2022 Q1	$36K	Sell	1,500 -500	-25%	-$12.4K	0.04%	73
2021 Q4	$51K	Hold	2,000	–	–	0.05%	67
2021 Q3	$52K	Hold	2,000	–	–	0.05%	71
2021 Q2	$52K	Hold	2,000	–	–	0.05%	73
2021 Q1	$52K	Buy	+2,000	New	+$52.6K	0.05%	68

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

BWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avondale Wealth Management's NUBD Position: Q3 2022 in Review

Avondale Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2022, closing a stake of 1,000 shares — an estimated $23K sold.

Avondale Wealth Management first reported a position in NUBD in Q1 2021 and held it in 6 quarters. The position peaked at $52K in Q3 2021. 82 funds tracked by Wall St. Rank hold NUBD as of Q3 2022.

Avondale Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Avondale Wealth Management sold 1,000 Nuveen ESG US Aggregate Bond ETF shares in Q3 2022, an estimated $23K.
Avondale Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and held it in 6 quarters.
Avondale Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $52K in Q3 2021.
82 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2022.

Based on Avondale Wealth Management's 13F filing for Q3 2022, filed 7 Oct 2022.