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Signet Financial Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Signet Financial 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
2022
Q1 		– Sell
-400
Closed -$10K – 965
2021
Q4 		$10K Buy
+400
New +$10.3K ﹤0.01% 1050

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
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Signet Financial Management's NUBD Position: Q1 2022 in Review

Signet Financial Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2022, closing a stake of 400 shares — an estimated $10K sold.

Signet Financial Management first reported a position in NUBD in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 81 funds tracked by Wall St. Rank hold NUBD as of Q1 2022.

  • Signet Financial Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 400 Nuveen ESG US Aggregate Bond ETF shares in Q1 2022, an estimated $10K.
  • Signet Financial Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's Nuveen ESG US Aggregate Bond ETF position peaked at $10K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.