Clearview Wealth Management LLC NUBD β€” NUSHARES ETF TR

Ownership history in Clearview Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Clearview Wealth Management LLC reported NUSHARES ETF TR (NUBD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows NUBD at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NUBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearview Wealth Management LLC's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NUBD was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clearview Wealth Management LLC held NUBD β€” position size vs. price
% of Fund (quarterly)    NUBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 10,047 β€” 0% 0.14% $222K 2026-07-14 $21.92
2026 Q1 INITIATED β€” β€” β€” 10,047 β€” β€” 0.16% $223K 2026-05-15 $21.79

FAQ About Clearview Wealth Management LLC and NUBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearview Wealth Management LLC reported owning NUBD?

Clearview Wealth Management LLC reported NUBD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported NUBD position in Clearview Wealth Management LLC's portfolio?

The largest reported portfolio weight for NUBD was 0.16% in 2026 Q1.

What is the latest reported NUBD position on this page?

The most recent filing on this page is 2026 Q2, when Clearview Wealth Management LLC reported 10,047 shares, equal to 0.14% of portfolio, with an estimated market value of $222K.

What does the chart on this NUBD ownership page compare?

The chart compares Clearview Wealth Management LLC's quarterly NUBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Clearview Wealth Management LLC Holdings