Beacon Financial Planning’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Beacon Financial Planning’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	-14,095	Closed	-$297K	–	36
2023 Q3	$297K	Hold	14,095	–	–	0.26%	26
2023 Q2	$310K	Hold	14,095	–	–	0.26%	23
2023 Q1	$315K	Hold	14,095	–	–	0.3%	18
2022 Q4	$307K	Buy	+14,095	New	+$306K	0.32%	18

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

Beacon Financial Planning's NUBD Position: Q4 2023 in Review

Beacon Financial Planning sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2023, closing a stake of 14,095 shares — an estimated $297K sold.

Beacon Financial Planning first reported a position in NUBD in Q4 2022 and held it in 4 quarters. The position peaked at $315K in Q1 2023. 94 funds tracked by Wall St. Rank hold NUBD as of Q4 2023.

Beacon Financial Planning reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Beacon Financial Planning sold 14,095 Nuveen ESG US Aggregate Bond ETF shares in Q4 2023, an estimated $297K.
Beacon Financial Planning first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2022 and held it in 4 quarters.
Beacon Financial Planning's Nuveen ESG US Aggregate Bond ETF position peaked at $315K in Q1 2023.
94 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2023.

Based on Beacon Financial Planning's 13F filing for Q4 2023, filed 29 Jan 2024.