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

IFP 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
2024 Q2	–	Sell	-139	Closed	-$3.05K	–	3301
2024 Q1	$3.05K	Hold	139	–	–	﹤0.01%	2590
2023 Q4	$3.09K	Sell	139 -1,482	-91%	-$31.6K	﹤0.01%	2561
2023 Q3	$34.2K	Hold	1,621	–	–	﹤0.01%	1721
2023 Q2	$35.6K	Buy	1,621 +139	+9%	+$3.08K	﹤0.01%	1757
2023 Q1	$35.9K	Sell	1,482 -25	-2%	-$554	﹤0.01%	1744
2022 Q4	$36K	Hold	1,507	–	–	﹤0.01%	2464
2022 Q3	$36K	Hold	1,507	–	–	﹤0.01%	2637
2022 Q2	$36K	Hold	1,507	–	–	﹤0.01%	2399
2022 Q1	$36K	Buy	1,507 +476	+46%	+$11.8K	﹤0.01%	2399
2021 Q4	$26K	Hold	1,031	–	–	﹤0.01%	1831
2021 Q3	$27K	Hold	1,031	–	–	﹤0.01%	1860
2021 Q2	$27K	Hold	1,031	–	–	﹤0.01%	1798
2021 Q1	$27K	Buy	+1,031	New	+$27.1K	﹤0.01%	1715

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

IFP Advisors's NUBD Position: Q2 2024 in Review

IFP Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2024, closing a stake of 139 shares — an estimated $3.05K sold.

IFP Advisors first reported a position in NUBD in Q1 2021 and held it in 13 quarters. The position peaked at $36K in Q4 2022. 100 funds tracked by Wall St. Rank hold NUBD as of Q2 2024.

IFP Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 139 Nuveen ESG US Aggregate Bond ETF shares in Q2 2024, an estimated $3.05K.
IFP Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and held it in 13 quarters.
IFP Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $36K in Q4 2022.
100 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.