HA
NUBD icon

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

Herold 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
Q2 		– Sell
-900
Closed -$21.7K – 508
2022
Q1 		$21.7K Buy
+900
New +$22.3K 0.01% 499
2021
Q4 		– Sell
-900
Closed -$23K – 492
2021
Q3 		$23K Buy
+900
New +$23.5K 0.01% 498

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Herold Advisors's NUBD Position: Q2 2022 in Review

Herold Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2022, closing a stake of 900 shares — an estimated $21.7K sold.

Herold Advisors first reported a position in NUBD in Q3 2021 and held it in 2 quarters. The position peaked at $23K in Q3 2021. 87 funds tracked by Wall St. Rank hold NUBD as of Q2 2022.

  • Herold Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 900 Nuveen ESG US Aggregate Bond ETF shares in Q2 2022, an estimated $21.7K.
  • Herold Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $23K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.