TF
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TimeScale Financial’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

TimeScale Financial’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
Q2 		$390K Hold
17,724
– – 0.08% 57
2023
Q1 		$396K Buy
+17,724
New +$392K 0.09% 53

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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TimeScale Financial's NUBD Position: Q2 2023 in Review

TimeScale Financial held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2023 at 17,724 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #57.

TimeScale Financial first reported a position in NUBD in Q1 2023 and has held it in 2 quarters since. The position peaked at $396K in Q1 2023. 86 funds tracked by Wall St. Rank hold NUBD as of Q2 2023.

  • TimeScale Financial held 17,724 shares of Nuveen ESG US Aggregate Bond ETF worth $390K as of Q2 2023.
  • TimeScale Financial left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2023.
  • Nuveen ESG US Aggregate Bond ETF made up 0.08% of TimeScale Financial's portfolio in Q2 2023, its #57 holding.
  • TimeScale Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • TimeScale Financial's Nuveen ESG US Aggregate Bond ETF position peaked at $396K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.