Financial Architects (New Jersey)’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Financial Architects (New Jersey)’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	$1.72M	Sell	78,099 -30,186	-28%	-$669K	0.26%	87
2023 Q1	$2.42M	Buy	108,285 +3,318	+3%	+$73.5K	0.39%	57
2022 Q4	$2.29M	Buy	104,967 +11,627	+12%	+$253K	0.38%	66
2022 Q3	$2.02M	Buy	+93,340	New	+$2.12M	0.35%	69
2020 Q3	–	Sell	-587	Closed	-$16K	–	588
2020 Q2	$16K	Hold	587	–	–	﹤0.01%	578
2020 Q1	$16K	Hold	587	–	–	﹤0.01%	548
2019 Q4	$15K	Sell	587 -205	-26%	-$5.26K	﹤0.01%	614
2019 Q3	$20K	Hold	792	–	–	﹤0.01%	595
2019 Q2	$20K	Hold	792	–	–	﹤0.01%	714
2019 Q1	$20K	Sell	792 -722	-48%	-$17.6K	﹤0.01%	884
2018 Q4	$37K	Sell	1,514 -563	-27%	-$13.5K	0.01%	625
2018 Q3	$50K	Hold	2,077	–	–	0.01%	635
2018 Q2	$50K	Buy	+2,077	New	+$50.3K	0.01%	571

Other funds holding NUBD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Architects (New Jersey)'s NUBD Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 28% in Q2 2023, selling an estimated $669K and leaving 78,099 shares worth $1.72M. The position accounts for 0.26% of the portfolio, ranked #87.

Financial Architects (New Jersey) first reported a position in NUBD in Q2 2018 and has held it in 13 quarters since. The position peaked at $2.42M in Q1 2023. 86 funds tracked by Wall St. Rank hold NUBD as of Q2 2023.

Financial Architects (New Jersey) held 78,099 shares of Nuveen ESG US Aggregate Bond ETF worth $1.72M as of Q2 2023.
Financial Architects (New Jersey) sold 30,186 Nuveen ESG US Aggregate Bond ETF shares in Q2 2023, an estimated $669K.
Nuveen ESG US Aggregate Bond ETF made up 0.26% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #87 holding.
Financial Architects (New Jersey) first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2018 and has held it in 13 quarters since.
Financial Architects (New Jersey)'s Nuveen ESG US Aggregate Bond ETF position peaked at $2.42M in Q1 2023.
86 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.