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

Navigation 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
2022
Q4 		– Sell
-8
Closed – – 31
2022
Q3 		$0 Hold
8
– – ﹤0.01% 40
2022
Q2 		$0 Sell
8
-289
-97% -$6.68K ﹤0.01% 42
2022
Q1 		$7K Hold
297
– – 0.07% 18
2021
Q4 		$7K Hold
297
– – 0.01% 38
2021
Q3 		$8K Buy
297
+1
+0.3% +$26 0.05% 35
2021
Q2 		$8K Buy
296
+288
+3,600% +$7.47K 0.01% 37
2021
Q1 		$0 Buy
+8
New +$210 ﹤0.01% 58

Other funds holding NUBD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM

Navigation Wealth Management's NUBD Position: Q4 2022 in Review

Navigation Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2022, closing a stake of 8 shares.

Navigation Wealth Management first reported a position in NUBD in Q1 2021 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 83 funds tracked by Wall St. Rank hold NUBD as of Q4 2022.

  • Navigation Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 8 Nuveen ESG US Aggregate Bond ETF shares in Q4 2022.
  • Navigation Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and held it in 7 quarters.
  • Navigation Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $8K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.