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CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-13,098
Closed -$276K – 189
2023
Q3 		$276K Buy
+13,098
New +$283K 0.01% 175

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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
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

CLA (CliftonLarsonAllen) Wealth Advisors's NUBD Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2023, closing a stake of 13,098 shares — an estimated $276K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NUBD in Q3 2023 and held it in 1 quarter. The position peaked at $276K in Q3 2023. 94 funds tracked by Wall St. Rank hold NUBD as of Q4 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 13,098 Nuveen ESG US Aggregate Bond ETF shares in Q4 2023, an estimated $276K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $276K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.