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Pinnacle Advisory Group’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		$266K Buy
10,321
+2,617
+34% +$68.8K 0.01% 216
2020
Q4 		$206K Buy
+7,704
New +$207K 0.01% 180

Other funds holding NUBD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Pinnacle Advisory Group's NUBD Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 34% in Q1 2021, buying an estimated $68.8K and bringing the position to 10,321 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #216.

Pinnacle Advisory Group first reported a position in NUBD in Q4 2020 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold NUBD as of Q1 2021.

  • Pinnacle Advisory Group held 10,321 shares of Nuveen ESG US Aggregate Bond ETF worth $266K as of Q1 2021.
  • Pinnacle Advisory Group bought 2,617 Nuveen ESG US Aggregate Bond ETF shares in Q1 2021, an estimated $68.8K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #216 holding.
  • Pinnacle Advisory Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.