Gradient Investments’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Gradient Investments’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 Q3	–	Sell	-21,262	Closed	-$575K	–	1191
2020 Q2	$575K	Sell	21,262 -30,169	-59%	-$809K	0.03%	183
2020 Q1	$1.36M	Buy	51,431 +1,949	+4%	+$50.7K	0.07%	148
2019 Q4	$1.26M	Buy	49,482 +8,123	+20%	+$208K	0.06%	187
2019 Q3	$1.06M	Buy	41,359 +5,448	+15%	+$140K	0.05%	191
2019 Q2	$912K	Buy	35,911 +4,571	+15%	+$114K	0.05%	198
2019 Q1	$778K	Buy	31,340 +14,207	+83%	+$347K	0.05%	154
2018 Q4	$416K	Buy	+17,133	New	+$410K	0.03%	191

Other funds holding NUBD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gradient Investments's NUBD Position: Q3 2020 in Review

Gradient Investments sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2020, closing a stake of 21,262 shares — an estimated $575K sold.

Gradient Investments first reported a position in NUBD in Q4 2018 and held it in 7 quarters. The position peaked at $1.36M in Q1 2020. 46 funds tracked by Wall St. Rank hold NUBD as of Q3 2020.

Gradient Investments reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 21,262 Nuveen ESG US Aggregate Bond ETF shares in Q3 2020, an estimated $575K.
Gradient Investments first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2018 and held it in 7 quarters.
Gradient Investments's Nuveen ESG US Aggregate Bond ETF position peaked at $1.36M in Q1 2020.
46 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.