Baldrige Asset Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Baldrige Asset 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
2023 Q1	$68K	Hold	3,033	–	–	0.03%	160
2022 Q4	$66K	Hold	3,033	–	–	0.03%	161
2022 Q3	$66K	Sell	3,033 -292	-9%	-$6.64K	0.03%	154
2022 Q2	$76K	Hold	3,325	–	–	0.03%	151
2022 Q1	$80K	Hold	3,325	–	–	0.03%	149
2021 Q4	$85K	Hold	3,325	–	–	0.03%	141
2021 Q3	$86K	Hold	3,325	–	–	0.04%	138
2021 Q2	$87K	Buy	+3,325	New	+$86.2K	0.04%	137

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

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

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

Baldrige Asset Management's NUBD Position: Q1 2023 in Review

Baldrige Asset Management held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q1 2023 at 3,033 shares worth $68K. The position accounts for 0.03% of the portfolio, ranked #160.

Baldrige Asset Management first reported a position in NUBD in Q2 2021 and has held it in 8 quarters since. The position peaked at $87K in Q2 2021. 90 funds tracked by Wall St. Rank hold NUBD as of Q1 2023.

Baldrige Asset Management held 3,033 shares of Nuveen ESG US Aggregate Bond ETF worth $68K as of Q1 2023.
Baldrige Asset Management left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q1 2023.
Nuveen ESG US Aggregate Bond ETF made up 0.03% of Baldrige Asset Management's portfolio in Q1 2023, its #160 holding.
Baldrige Asset Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Nuveen ESG US Aggregate Bond ETF position peaked at $87K in Q2 2021.
90 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.