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

MBE Wealth 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
2020
Q2 		– Sell
-1,768
Closed -$46K – 361
2020
Q1 		$46K Buy
+1,768
New +$46K 0.04% 129

Other funds holding NUBD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

MBE Wealth Management's NUBD Position: Q2 2020 in Review

MBE Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2020, closing a stake of 1,768 shares — an estimated $46K sold.

MBE Wealth Management first reported a position in NUBD in Q1 2020 and held it in 1 quarter. The position peaked at $46K in Q1 2020. 51 funds tracked by Wall St. Rank hold NUBD as of Q2 2020.

  • MBE Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,768 Nuveen ESG US Aggregate Bond ETF shares in Q2 2020, an estimated $46K.
  • MBE Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $46K in Q1 2020.
  • 51 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.