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Continuum Advisory’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Continuum 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
2023
Q3 		– Sell
-14,476
Closed -$318K – 470
2023
Q2 		$318K Buy
14,476
+1,425
+11% +$31.6K 0.05% 358
2023
Q1 		$292K Buy
13,051
+1,825
+16% +$40.4K 0.05% 359
2022
Q4 		$244K Buy
+11,226
New +$244K 0.04% 374

Other funds holding NUBD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Continuum Advisory's NUBD Position: Q3 2023 in Review

Continuum Advisory sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2023, closing a stake of 14,476 shares — an estimated $318K sold.

Continuum Advisory first reported a position in NUBD in Q4 2022 and held it in 3 quarters. The position peaked at $318K in Q2 2023. 90 funds tracked by Wall St. Rank hold NUBD as of Q3 2023.

  • Continuum Advisory reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Continuum Advisory sold 14,476 Nuveen ESG US Aggregate Bond ETF shares in Q3 2023, an estimated $318K.
  • Continuum Advisory first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Continuum Advisory's Nuveen ESG US Aggregate Bond ETF position peaked at $318K in Q2 2023.
  • 90 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2023.

Based on Continuum Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.