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Brio Consultants’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Brio Consultants’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
-18,968
Closed -$436K – 97
2022
Q2 		$436K Buy
+18,968
New +$439K 0.1% 58

Other funds holding NUBD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brio Consultants's NUBD Position: Q3 2022 in Review

Brio Consultants sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2022, closing a stake of 18,968 shares — an estimated $436K sold.

Brio Consultants first reported a position in NUBD in Q2 2022 and held it in 1 quarter. The position peaked at $436K in Q2 2022. 82 funds tracked by Wall St. Rank hold NUBD as of Q3 2022.

  • Brio Consultants reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Brio Consultants sold 18,968 Nuveen ESG US Aggregate Bond ETF shares in Q3 2022, an estimated $436K.
  • Brio Consultants first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Brio Consultants's Nuveen ESG US Aggregate Bond ETF position peaked at $436K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2022.

Based on Brio Consultants's 13F filing for Q3 2022, filed 25 Oct 2022.