Charter Oak Capital Management LLC Sells 9,995 Shares of Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD)

Charter Oak Capital Management LLC reduced its position in Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD) by 3.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 246,360 shares of the company’s stock after selling 9,995 shares during the period. Nuveen ESG U.S. Aggregate Bond ETF makes up 0.5% of Charter Oak Capital Management LLC’s investment portfolio, making the stock its 19th largest holding. Charter Oak Capital Management LLC’s holdings in Nuveen ESG U.S. Aggregate Bond ETF were worth $5,465,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Stratos Wealth Partners LTD. lifted its stake in Nuveen ESG U.S. Aggregate Bond ETF by 5.3% during the 4th quarter. Stratos Wealth Partners LTD. now owns 12,622 shares of the company’s stock valued at $275,000 after acquiring an additional 637 shares in the last quarter. Evolution Advisers Inc. lifted its stake in Nuveen ESG U.S. Aggregate Bond ETF by 14.9% during the 4th quarter. Evolution Advisers Inc. now owns 71,172 shares of the company’s stock valued at $1,550,000 after acquiring an additional 9,205 shares in the last quarter. Allworth Financial LP lifted its stake in Nuveen ESG U.S. Aggregate Bond ETF by 21.1% during the 4th quarter. Allworth Financial LP now owns 39,151 shares of the company’s stock valued at $852,000 after acquiring an additional 6,824 shares in the last quarter. Stanich Group LLC bought a new position in Nuveen ESG U.S. Aggregate Bond ETF during the 4th quarter valued at $11,690,000. Finally, D.A. Davidson & CO. lifted its stake in Nuveen ESG U.S. Aggregate Bond ETF by 2.1% during the 4th quarter. D.A. Davidson & CO. now owns 23,478 shares of the company’s stock valued at $511,000 after acquiring an additional 483 shares in the last quarter.

Nuveen ESG U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:NUBD opened at $21.83 on Friday. The stock’s fifty day simple moving average is $21.93 and its two-hundred day simple moving average is $21.93. Nuveen ESG U.S. Aggregate Bond ETF has a 1-year low of $21.48 and a 1-year high of $22.88.

Nuveen ESG U.S. Aggregate Bond ETF Profile

The Nuveen ESG U.S. Aggregate Bond ETF (NUBD) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks an index of US investment-grade bonds selected for exhibiting certain environmental, social, and governance criteria. NUBD was launched on Sep 29, 2017 and is managed by Nuveen.