Baldwin Wealth Partners’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-900	Closed	-$19K	–	766
2023 Q3	$19K	Hold	900	–	–	﹤0.01%	518
2023 Q2	$19.8K	Hold	900	–	–	﹤0.01%	533
2023 Q1	$20.1K	Hold	900	–	–	﹤0.01%	543
2022 Q4	$19.6K	Hold	900	–	–	﹤0.01%	537
2022 Q3	$20K	Hold	900	–	–	﹤0.01%	447
2022 Q2	$21K	Hold	900	–	–	﹤0.01%	468
2022 Q1	$22K	Sell	900 -400	-31%	-$9.9K	﹤0.01%	470
2021 Q4	$33K	Hold	1,300	–	–	﹤0.01%	399
2021 Q3	$34K	Sell	1,300 -2,000	-61%	-$52.3K	﹤0.01%	392
2021 Q2	$86K	Hold	3,300	–	–	0.01%	291
2021 Q1	$85K	Hold	3,300	–	–	0.01%	278
2020 Q4	$88K	Hold	3,300	–	–	0.01%	260
2020 Q3	$89K	Hold	3,300	–	–	0.01%	236
2020 Q2	$89K	Hold	3,300	–	–	0.01%	232
2020 Q1	$87K	Hold	3,300	–	–	0.02%	214
2019 Q4	$84K	Hold	3,300	–	–	0.01%	255
2019 Q3	$85K	Buy	+3,300	New	+$84.5K	0.01%	250

Other funds holding NUBD

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

WWA

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

COCM

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

Baldwin Wealth Partners's NUBD Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2023, closing a stake of 900 shares — an estimated $19K sold.

Baldwin Wealth Partners first reported a position in NUBD in Q3 2019 and held it in 17 quarters. The position peaked at $89K in Q3 2020. 94 funds tracked by Wall St. Rank hold NUBD as of Q4 2023.

Baldwin Wealth Partners reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 900 Nuveen ESG US Aggregate Bond ETF shares in Q4 2023, an estimated $19K.
Baldwin Wealth Partners first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2019 and held it in 17 quarters.
Baldwin Wealth Partners's Nuveen ESG US Aggregate Bond ETF position peaked at $89K in Q3 2020.
94 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.