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

BerganKDV 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
2023 Q2	$5.31M	Buy	241,677 +55,939	+30%	+$1.24M	0.53%	47
2023 Q1	$4.15M	Buy	185,738 +24,304	+15%	+$538K	0.43%	56
2022 Q4	$3.51M	Sell	161,434 -17,904	-10%	-$389K	0.38%	60
2022 Q3	$3.88M	Buy	179,338 +10,829	+6%	+$246K	0.46%	45
2022 Q2	$3.85M	Sell	168,509 -442	-0.3%	-$10.2K	0.44%	43
2022 Q1	$4.08M	Buy	168,951 +3,117	+2%	+$77.2K	0.44%	49
2021 Q4	$4.26M	Buy	165,834 +37,650	+29%	+$970K	0.44%	47
2021 Q3	$3.32M	Buy	128,184 +72,652	+131%	+$1.9M	0.38%	54
2021 Q2	$1.45M	Buy	55,532 +5,078	+10%	+$132K	0.17%	101
2021 Q1	$1.3M	Buy	50,454 +44,786	+790%	+$1.18M	0.17%	105
2020 Q4	$152K	Hold	5,668	–	–	0.02%	243
2020 Q3	$153K	Buy	+5,668	New	+$154K	0.02%	232

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

BerganKDV Wealth Management's NUBD Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 30% in Q2 2023, buying an estimated $1.24M and bringing the position to 241,677 shares worth $5.31M. The position accounts for 0.53% of the portfolio, ranked #47.

BerganKDV Wealth Management first reported a position in NUBD in Q3 2020 and has held it in 12 quarters since. 86 funds tracked by Wall St. Rank hold NUBD as of Q2 2023.

BerganKDV Wealth Management held 241,677 shares of Nuveen ESG US Aggregate Bond ETF worth $5.31M as of Q2 2023.
BerganKDV Wealth Management bought 55,939 Nuveen ESG US Aggregate Bond ETF shares in Q2 2023, an estimated $1.24M.
Nuveen ESG US Aggregate Bond ETF made up 0.53% of BerganKDV Wealth Management's portfolio in Q2 2023, its #47 holding.
BerganKDV Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2020 and has held it in 12 quarters since.
86 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.