LifePlan Financial Group’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

LifePlan Financial Group’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
2020 Q3	$12K	Hold	448	–	–	0.01%	394
2020 Q2	$12K	Hold	448	–	–	0.01%	396
2020 Q1	$12K	Sell	448 -184	-29%	-$4.79K	0.01%	379
2019 Q4	$16K	Hold	632	–	–	0.01%	371
2019 Q3	$16K	Hold	632	–	–	0.01%	365
2019 Q2	$16K	Hold	632	–	–	0.01%	361
2019 Q1	$16K	Hold	632	–	–	0.01%	363
2018 Q4	$15K	Buy	+632	New	+$15.1K	0.01%	355

Other funds holding NUBD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LifePlan Financial Group's NUBD Position: Q3 2020 in Review

LifePlan Financial Group held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q3 2020 at 448 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #394.

LifePlan Financial Group first reported a position in NUBD in Q4 2018 and has held it in 8 quarters since. The position peaked at $16K in Q4 2019. 46 funds tracked by Wall St. Rank hold NUBD as of Q3 2020.

LifePlan Financial Group held 448 shares of Nuveen ESG US Aggregate Bond ETF worth $12K as of Q3 2020.
LifePlan Financial Group left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q3 2020.
Nuveen ESG US Aggregate Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #394 holding.
LifePlan Financial Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's Nuveen ESG US Aggregate Bond ETF position peaked at $16K in Q4 2019.
46 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.