PWM
NUBD icon

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

Prentice 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
2021
Q3 		– Sell
-3,826
Closed -$100K – 350
2021
Q2 		$100K Sell
3,826
-174
-4% -$4.51K 0.05% 138
2021
Q1 		$103K Buy
+4,000
New +$105K 0.06% 129

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Prentice Wealth Management's NUBD Position: Q3 2021 in Review

Prentice Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2021, closing a stake of 3,826 shares — an estimated $100K sold.

Prentice Wealth Management first reported a position in NUBD in Q1 2021 and held it in 2 quarters. The position peaked at $103K in Q1 2021. 71 funds tracked by Wall St. Rank hold NUBD as of Q3 2021.

  • Prentice Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 3,826 Nuveen ESG US Aggregate Bond ETF shares in Q3 2021, an estimated $100K.
  • Prentice Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Prentice Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $103K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2021.

Based on Prentice Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.