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Integrated Wealth Concepts’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-9,483
Closed -$205K – 1058
2022
Q3 		$205K Hold
9,483
– – 0.01% 863
2022
Q2 		$217K Buy
9,483
+471
+5% +$10.9K 0.01% 876
2022
Q1 		$217K Buy
9,012
+1,060
+13% +$26.2K 0.01% 852
2021
Q4 		$204K Buy
7,952
+8
+0.1% +$206 0.01% 931
2021
Q3 		$206K Buy
+7,944
New +$208K 0.01% 892
2021
Q2 		– Sell
-14,935
Closed -$386K – 825
2021
Q1 		$386K Buy
14,935
+2,586
+21% +$68K 0.02% 533
2020
Q4 		$331K Buy
12,349
+3,330
+37% +$89.3K 0.02% 502
2020
Q3 		$243K Sell
9,019
-3,535
-28% -$95.9K 0.02% 501
2020
Q2 		$340K Buy
+12,554
New +$337K 0.02% 370

Other funds holding NUBD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM

Integrated Wealth Concepts's NUBD Position: Q4 2022 in Review

Integrated Wealth Concepts sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2022, closing a stake of 9,483 shares — an estimated $205K sold.

Integrated Wealth Concepts first reported a position in NUBD in Q2 2020 and held it in 9 quarters. The position peaked at $386K in Q1 2021. 83 funds tracked by Wall St. Rank hold NUBD as of Q4 2022.

  • Integrated Wealth Concepts reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 9,483 Nuveen ESG US Aggregate Bond ETF shares in Q4 2022, an estimated $205K.
  • Integrated Wealth Concepts first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2020 and held it in 9 quarters.
  • Integrated Wealth Concepts's Nuveen ESG US Aggregate Bond ETF position peaked at $386K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2022.

Based on Integrated Wealth Concepts's 13F filing for Q4 2022, filed 13 Feb 2023.