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

Stonnington 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
2023 Q1	$208K	Hold	9,300	–	–	0.05%	227
2022 Q4	$206K	Buy	+9,300	New	+$202K	0.06%	197
2022 Q3	–	Sell	-9,300	Closed	-$212K	–	217
2022 Q2	$212K	Hold	9,300	–	–	0.06%	203
2022 Q1	$218K	Hold	9,300	–	–	0.05%	225
2021 Q4	$236K	Hold	9,300	–	–	0.05%	223
2021 Q3	$239K	Hold	9,300	–	–	0.05%	236
2021 Q2	$244K	Sell	9,300 -700	-7%	-$18.2K	0.05%	247
2021 Q1	$258K	Buy	+10,000	New	+$263K	0.06%	220

Other funds holding NUBD

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stonnington Group's NUBD Position: Q1 2023 in Review

Stonnington Group held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q1 2023 at 9,300 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #227.

Stonnington Group first reported a position in NUBD in Q1 2021 and has held it in 8 quarters since. The position peaked at $258K in Q1 2021. 90 funds tracked by Wall St. Rank hold NUBD as of Q1 2023.

Stonnington Group held 9,300 shares of Nuveen ESG US Aggregate Bond ETF worth $208K as of Q1 2023.
Stonnington Group left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q1 2023.
Nuveen ESG US Aggregate Bond ETF made up 0.05% of Stonnington Group's portfolio in Q1 2023, its #227 holding.
Stonnington Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and has held it in 8 quarters since.
Stonnington Group's Nuveen ESG US Aggregate Bond ETF position peaked at $258K in Q1 2021.
90 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.