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Equitable Holdings’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Equitable Holdings’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
2020
Q2 		– Sell
-23,518
Closed -$623K – 645
2020
Q1 		$623K Buy
23,518
+14,637
+165% +$381K 0.02% 332
2019
Q4 		$227K Buy
+8,881
New +$228K 0.01% 553

Other funds holding NUBD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Equitable Holdings's NUBD Position: Q2 2020 in Review

Equitable Holdings sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2020, closing a stake of 23,518 shares — an estimated $623K sold.

Equitable Holdings first reported a position in NUBD in Q4 2019 and held it in 2 quarters. The position peaked at $623K in Q1 2020. 51 funds tracked by Wall St. Rank hold NUBD as of Q2 2020.

  • Equitable Holdings reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Equitable Holdings sold 23,518 Nuveen ESG US Aggregate Bond ETF shares in Q2 2020, an estimated $623K.
  • Equitable Holdings first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • Equitable Holdings's Nuveen ESG US Aggregate Bond ETF position peaked at $623K in Q1 2020.
  • 51 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2020.

Based on Equitable Holdings's 13F filing for Q2 2020, filed 13 Aug 2020.