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

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

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

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

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

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

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America

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