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

Legacy Financial 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
-13,375
Closed -$294K – 350
2024
Q1 		$294K Buy
+13,375
New +$294K 0.05% 255

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Advisors's NUBD Position: Q2 2024 in Review

Legacy Financial Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2024, closing a stake of 13,375 shares — an estimated $294K sold.

Legacy Financial Advisors first reported a position in NUBD in Q1 2024 and held it in 1 quarter. The position peaked at $294K in Q1 2024. 100 funds tracked by Wall St. Rank hold NUBD as of Q2 2024.

  • Legacy Financial Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 13,375 Nuveen ESG US Aggregate Bond ETF shares in Q2 2024, an estimated $294K.
  • Legacy Financial Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Legacy Financial Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $294K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.