CMP
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Coston McIsaac & Partners’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Coston McIsaac & Partners’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
-1,173
Closed -$27K – 723
2022
Q2 		$27K Buy
+1,173
New +$27.1K 0.02% 185

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

Coston McIsaac & Partners's NUBD Position: Q3 2022 in Review

Coston McIsaac & Partners sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2022, closing a stake of 1,173 shares — an estimated $27K sold.

Coston McIsaac & Partners first reported a position in NUBD in Q2 2022 and held it in 1 quarter. The position peaked at $27K in Q2 2022. 82 funds tracked by Wall St. Rank hold NUBD as of Q3 2022.

  • Coston McIsaac & Partners reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Coston McIsaac & Partners sold 1,173 Nuveen ESG US Aggregate Bond ETF shares in Q3 2022, an estimated $27K.
  • Coston McIsaac & Partners first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Coston McIsaac & Partners's Nuveen ESG US Aggregate Bond ETF position peaked at $27K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2022.

Based on Coston McIsaac & Partners's 13F filing for Q3 2022, filed 31 Oct 2022.