C-J Advisory’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

C-J Advisory’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
2021 Q3	$2.25M	Buy	86,804 +2,546	+3%	+$66.6K	1.19%	21
2021 Q2	$2.2M	Buy	84,258 +10,731	+15%	+$278K	1.18%	21
2021 Q1	$1.9M	Buy	73,527 +8,615	+13%	+$227K	1.11%	21
2020 Q4	$1.74M	Buy	64,912 +5,005	+8%	+$134K	1.08%	21
2020 Q3	$1.61M	Buy	59,907 +530	+0.9%	+$14.4K	1.17%	20
2020 Q2	$1.6M	Buy	59,377 +6,254	+12%	+$168K	1.21%	20
2020 Q1	$1.41M	Buy	53,123 +4,216	+9%	+$110K	1.27%	19
2019 Q4	$1.25M	Buy	48,907 +6,530	+15%	+$168K	0.74%	23
2019 Q3	$1.09M	Buy	42,377 +5,227	+14%	+$134K	0.69%	23
2019 Q2	$943K	Buy	37,150 +2,174	+6%	+$54.2K	0.61%	23
2019 Q1	$864K	Buy	34,976 +669	+2%	+$16.4K	0.56%	24
2018 Q4	$832K	Buy	34,307 +5,669	+20%	+$136K	0.61%	23
2018 Q3	$690K	Buy	28,638 +7,671	+37%	+$186K	0.47%	27
2018 Q2	$509K	Buy	20,967 +15,885	+313%	+$385K	0.36%	28
2018 Q1	$124K	Buy	+5,082	New	+$124K	0.09%	38

Other funds holding NUBD

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

COCM

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

C-J Advisory's NUBD Position: Q3 2021 in Review

C-J Advisory increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 3% in Q3 2021, buying an estimated $66.6K and bringing the position to 86,804 shares worth $2.25M. The position accounts for 1.19% of the portfolio, ranked #21.

C-J Advisory first reported a position in NUBD in Q1 2018 and has held it in 15 quarters since. 71 funds tracked by Wall St. Rank hold NUBD as of Q3 2021.

C-J Advisory held 86,804 shares of Nuveen ESG US Aggregate Bond ETF worth $2.25M as of Q3 2021.
C-J Advisory bought 2,546 Nuveen ESG US Aggregate Bond ETF shares in Q3 2021, an estimated $66.6K.
Nuveen ESG US Aggregate Bond ETF made up 1.19% of C-J Advisory's portfolio in Q3 2021, its #21 holding.
C-J Advisory first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2018 and has held it in 15 quarters since.
71 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.