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Realta Investment Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Realta Investment Advisors’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
2023
Q1 		– Sell
-185
Closed -$4.03K – 681
2022
Q4 		$4.03K Hold
185
– – ﹤0.01% 780
2022
Q3 		$4K Buy
+185
New +$4.21K ﹤0.01% 759

Other funds holding NUBD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Realta Investment Advisors's NUBD Position: Q1 2023 in Review

Realta Investment Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2023, closing a stake of 185 shares — an estimated $4.03K sold.

Realta Investment Advisors first reported a position in NUBD in Q3 2022 and held it in 2 quarters. The position peaked at $4.03K in Q4 2022. 90 funds tracked by Wall St. Rank hold NUBD as of Q1 2023.

  • Realta Investment Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 185 Nuveen ESG US Aggregate Bond ETF shares in Q1 2023, an estimated $4.03K.
  • Realta Investment Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2022 and held it in 2 quarters.
  • Realta Investment Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $4.03K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.