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Wealthcare Capital Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-772
Closed -$20K – 473
2021
Q1 		$20K Buy
+772
New +$20.3K ﹤0.01% 210

Other funds holding NUBD

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Wealthcare Capital Management's NUBD Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2021, closing a stake of 772 shares — an estimated $20K sold.

Wealthcare Capital Management first reported a position in NUBD in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 68 funds tracked by Wall St. Rank hold NUBD as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 772 Nuveen ESG US Aggregate Bond ETF shares in Q2 2021, an estimated $20K.
  • Wealthcare Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Nuveen ESG US Aggregate Bond ETF position peaked at $20K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.