Mariner Independent Advisor Network’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Mariner Independent Advisor Network’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 Q3	$1.42M	Sell	65,558 -1,464	-2%	-$33.3K	0.06%	311
2022 Q2	$1.53M	Sell	67,022 -32,621	-33%	-$754K	0.06%	300
2022 Q1	$2.38M	Buy	99,643 +23,983	+32%	+$594K	0.09%	223
2021 Q4	$1.93M	Buy	75,660 +4,829	+7%	+$124K	0.09%	227
2021 Q3	$1.83M	Sell	70,831 -18,709	-21%	-$490K	0.09%	242
2021 Q2	$2.33M	Buy	89,540 +12,393	+16%	+$321K	0.11%	217
2021 Q1	$1.99M	Buy	77,147 +2,633	+4%	+$69.2K	0.1%	205
2020 Q4	$2M	Buy	74,514 +7,969	+12%	+$214K	0.11%	198
2020 Q3	$1.79M	Buy	66,545 +18,940	+40%	+$514K	0.15%	155
2020 Q2	$1.29M	Buy	47,605 +9,145	+24%	+$245K	0.12%	188
2020 Q1	$1.02M	Buy	38,460 +5,934	+18%	+$154K	0.09%	209
2019 Q4	$831K	Buy	32,526 +16,308	+101%	+$419K	0.06%	263
2019 Q3	$418K	Buy	16,218 +350	+2%	+$8.96K	0.03%	331
2019 Q2	$401K	Buy	+15,868	New	+$395K	0.03%	330

Other funds holding NUBD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's NUBD Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 2.2% in Q3 2022, selling an estimated $33.3K and leaving 65,558 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #311.

Mariner Independent Advisor Network first reported a position in NUBD in Q2 2019 and has held it in 14 quarters since. The position peaked at $2.38M in Q1 2022. 82 funds tracked by Wall St. Rank hold NUBD as of Q3 2022.

Mariner Independent Advisor Network held 65,558 shares of Nuveen ESG US Aggregate Bond ETF worth $1.42M as of Q3 2022.
Mariner Independent Advisor Network sold 1,464 Nuveen ESG US Aggregate Bond ETF shares in Q3 2022, an estimated $33.3K.
Nuveen ESG US Aggregate Bond ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #311 holding.
Mariner Independent Advisor Network first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2019 and has held it in 14 quarters since.
Mariner Independent Advisor Network's Nuveen ESG US Aggregate Bond ETF position peaked at $2.38M in Q1 2022.
82 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.