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

Harvest Group 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 Q1	$1.56K	Hold	70	–	–	﹤0.01%	137
2022 Q4	$1.52K	Hold	70	–	–	﹤0.01%	126
2022 Q3	$1K	Hold	70	–	–	﹤0.01%	154
2022 Q2	$2K	Hold	70	–	–	﹤0.01%	134
2022 Q1	$2K	Sell	70 -77,775	-100%	-$1.93M	﹤0.01%	94
2021 Q4	$2M	Buy	77,845 +41,750	+116%	+$1.08M	1.12%	24
2021 Q3	$934K	Buy	36,095 +1,911	+6%	+$50K	0.55%	25
2021 Q2	$892K	Buy	34,184 +17,017	+99%	+$441K	0.53%	22
2021 Q1	$446K	Buy	17,167 +8,220	+92%	+$216K	0.28%	21
2020 Q4	$240K	Buy	8,947 +369	+4%	+$9.9K	0.14%	36
2020 Q3	$231K	Buy	8,578 +7,515	+707%	+$204K	0.16%	32
2020 Q2	$28K	Sell	1,063 -111	-9%	-$2.98K	0.02%	125
2020 Q1	$31K	Buy	+1,174	New	+$30.5K	0.03%	101

Other funds holding NUBD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

COCM

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harvest Group Wealth Management's NUBD Position: Q1 2023 in Review

Harvest Group Wealth Management held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q1 2023 at 70 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

Harvest Group Wealth Management first reported a position in NUBD in Q1 2020 and has held it in 13 quarters since. The position peaked at $2M in Q4 2021. 90 funds tracked by Wall St. Rank hold NUBD as of Q1 2023.

Harvest Group Wealth Management held 70 shares of Nuveen ESG US Aggregate Bond ETF worth $1.56K as of Q1 2023.
Harvest Group Wealth Management left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q1 2023.
Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #137 holding.
Harvest Group Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2020 and has held it in 13 quarters since.
Harvest Group Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $2M in Q4 2021.
90 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.