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Flagship Private Wealth’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-844
Closed -$22.1K – 220
2021
Q2 		$22.1K Buy
844
+3
+0.4% +$78 0.02% 189
2021
Q1 		$21.7K Buy
841
+2
+0.2% +$53 0.02% 169
2020
Q4 		$22.4K Buy
+839
New +$22.5K 0.02% 174

Other funds holding NUBD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Flagship Private Wealth's NUBD Position: Q3 2021 in Review

Flagship Private Wealth sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2021, closing a stake of 844 shares — an estimated $22.1K sold.

Flagship Private Wealth first reported a position in NUBD in Q4 2020 and held it in 3 quarters. The position peaked at $22.4K in Q4 2020. 71 funds tracked by Wall St. Rank hold NUBD as of Q3 2021.

  • Flagship Private Wealth reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 844 Nuveen ESG US Aggregate Bond ETF shares in Q3 2021, an estimated $22.1K.
  • Flagship Private Wealth first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Nuveen ESG US Aggregate Bond ETF position peaked at $22.4K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.