FIA
NUBD icon

Foundations Investment Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Foundations Investment Advisors’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
Q1 		– Sell
-8,052
Closed -$204K – 363
2021
Q4 		$204K Buy
+8,052
New +$208K 0.01% 330

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Foundations Investment Advisors's NUBD Position: Q1 2022 in Review

Foundations Investment Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2022, closing a stake of 8,052 shares — an estimated $204K sold.

Foundations Investment Advisors first reported a position in NUBD in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 81 funds tracked by Wall St. Rank hold NUBD as of Q1 2022.

  • Foundations Investment Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,052 Nuveen ESG US Aggregate Bond ETF shares in Q1 2022, an estimated $204K.
  • Foundations Investment Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Foundations Investment Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $204K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2022.

Based on Foundations Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.