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Sharkey, Howes & Javer’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Sharkey, Howes & Javer’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
-45,206
Closed -$979K – 106
2022
Q3 		$979K Buy
+45,206
New +$1.03M 0.21% 56

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

Sharkey, Howes & Javer's NUBD Position: Q4 2022 in Review

Sharkey, Howes & Javer sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2022, closing a stake of 45,206 shares — an estimated $979K sold.

Sharkey, Howes & Javer first reported a position in NUBD in Q3 2022 and held it in 1 quarter. The position peaked at $979K in Q3 2022. 83 funds tracked by Wall St. Rank hold NUBD as of Q4 2022.

  • Sharkey, Howes & Javer reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 45,206 Nuveen ESG US Aggregate Bond ETF shares in Q4 2022, an estimated $979K.
  • Sharkey, Howes & Javer first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Nuveen ESG US Aggregate Bond ETF position peaked at $979K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2022, filed 30 Jan 2023.