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Main Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Main Management’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
2019
Q3 		– Sell
-542
Closed -$14K – 91
2019
Q2 		$14K Hold
542
– – ﹤0.01% 81
2019
Q1 		$13K Hold
542
– – ﹤0.01% 81
2018
Q4 		$13K Hold
542
– – ﹤0.01% 79
2018
Q3 		$13K Buy
+542
New +$13.1K ﹤0.01% 73

Other funds holding NUBD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Main Management's NUBD Position: Q3 2019 in Review

Main Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2019, closing a stake of 542 shares — an estimated $14K sold.

Main Management first reported a position in NUBD in Q3 2018 and held it in 4 quarters. The position peaked at $14K in Q2 2019. 35 funds tracked by Wall St. Rank hold NUBD as of Q3 2019.

  • Main Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Main Management sold 542 Nuveen ESG US Aggregate Bond ETF shares in Q3 2019, an estimated $14K.
  • Main Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2018 and held it in 4 quarters.
  • Main Management's Nuveen ESG US Aggregate Bond ETF position peaked at $14K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2019.

Based on Main Management's 13F filing for Q3 2019, filed 8 Nov 2019.