Patriot Financial Group Insurance Agency’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-5,219	Closed	-$119K	–	1415
2022 Q2	$119K	Buy	5,219 +1	+0%	+$23	0.02%	501
2022 Q1	$126K	Buy	5,218 +172	+3%	+$4.26K	0.02%	520
2021 Q4	$130K	Hold	5,046	–	–	0.02%	575
2021 Q3	$131K	Sell	5,046 -331	-6%	-$8.66K	0.02%	568
2021 Q2	$140K	Buy	5,377 +1,159	+27%	+$30.1K	0.03%	528
2021 Q1	$109K	Hold	4,218	–	–	0.03%	527
2020 Q4	$113K	Buy	4,218 +49	+1%	+$1.31K	0.03%	467
2020 Q3	$112K	Buy	4,169 +1	+0%	+$27	0.04%	369
2020 Q2	$113K	Hold	4,168	–	–	0.04%	326
2020 Q1	$110K	Sell	4,168 -1,394	-25%	-$36.3K	0.05%	307
2019 Q4	$142K	Buy	5,562 +3,459	+164%	+$88.8K	0.05%	274
2019 Q3	$54K	Buy	2,103 +993	+89%	+$25.4K	0.02%	435
2019 Q2	$28K	Buy	+1,110	New	+$27.7K	0.01%	553

Other funds holding NUBD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $445B AUM 25.58% 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

Patriot Financial Group Insurance Agency's NUBD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2022, closing a stake of 5,219 shares — an estimated $119K sold.

Patriot Financial Group Insurance Agency first reported a position in NUBD in Q2 2019 and held it in 13 quarters. The position peaked at $142K in Q4 2019. 82 funds tracked by Wall St. Rank hold NUBD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,219 Nuveen ESG US Aggregate Bond ETF shares in Q3 2022, an estimated $119K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Nuveen ESG US Aggregate Bond ETF position peaked at $142K in Q4 2019.
82 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.