EI
NUBD icon

Ellevest Inc’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-50
Closed -$1.11K – 1197
2023
Q1 		$1.11K Buy
+50
New +$1.11K ﹤0.01% 1559

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
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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ellevest Inc's NUBD Position: Q2 2023 in Review

Ellevest Inc sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2023, closing a stake of 50 shares — an estimated $1.11K sold.

Ellevest Inc first reported a position in NUBD in Q1 2023 and held it in 1 quarter. The position peaked at $1.11K in Q1 2023. 86 funds tracked by Wall St. Rank hold NUBD as of Q2 2023.

  • Ellevest Inc reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 50 Nuveen ESG US Aggregate Bond ETF shares in Q2 2023, an estimated $1.11K.
  • Ellevest Inc first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Nuveen ESG US Aggregate Bond ETF position peaked at $1.11K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.