Grand Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Grand Wealth Management’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 Q4	–	Sell	-36,639	Closed	-$773K	–	77
2023 Q3	$773K	Sell	36,639 -61	-0.2%	-$1.32K	0.47%	24
2023 Q2	$807K	Hold	36,700	–	–	0.48%	23
2023 Q1	$820K	Buy	+36,700	New	+$813K	0.49%	24
2022 Q3	–	Sell	-11,463	Closed	-$262K	–	61
2022 Q2	$262K	Buy	+11,463	New	+$265K	0.13%	34

Other funds holding NUBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

Grand Wealth Management's NUBD Position: Q4 2023 in Review

Grand Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2023, closing a stake of 36,639 shares — an estimated $773K sold.

Grand Wealth Management first reported a position in NUBD in Q2 2022 and held it in 4 quarters. The position peaked at $820K in Q1 2023. 94 funds tracked by Wall St. Rank hold NUBD as of Q4 2023.

Grand Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Grand Wealth Management sold 36,639 Nuveen ESG US Aggregate Bond ETF shares in Q4 2023, an estimated $773K.
Grand Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2022 and held it in 4 quarters.
Grand Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $820K in Q1 2023.
94 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2023.

Based on Grand Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.