Vahanian & Associates Financial Planning’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Vahanian & Associates Financial Planning’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	–	Sell	-16,693	Closed	-$373K	–	75
2023 Q1	$373K	Buy	16,693 +162	+1%	+$3.59K	1.04%	35
2022 Q4	$360K	Buy	16,531 +57	+0.3%	+$1.24K	1.18%	35
2022 Q3	$357K	Sell	16,474 -1,578	-9%	-$35.9K	1.23%	32
2022 Q2	$413K	Sell	18,052 -392	-2%	-$9.06K	1.78%	18
2022 Q1	$445K	Sell	18,444 -1,003	-5%	-$24.8K	1.03%	26
2021 Q4	$499K	Buy	+19,447	New	+$501K	0.4%	67

Other funds holding NUBD

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

Vahanian & Associates Financial Planning's NUBD Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2023, closing a stake of 16,693 shares — an estimated $373K sold.

Vahanian & Associates Financial Planning first reported a position in NUBD in Q4 2021 and held it in 6 quarters. The position peaked at $499K in Q4 2021. 86 funds tracked by Wall St. Rank hold NUBD as of Q2 2023.

Vahanian & Associates Financial Planning reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 16,693 Nuveen ESG US Aggregate Bond ETF shares in Q2 2023, an estimated $373K.
Vahanian & Associates Financial Planning first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2021 and held it in 6 quarters.
Vahanian & Associates Financial Planning's Nuveen ESG US Aggregate Bond ETF position peaked at $499K in Q4 2021.
86 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.