A&I Financial Services’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

A&I Financial Services’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
2026 Q3	$1.21M	Buy	57,226 +1,795	+3%	+$39K	0.51%	25
2026 Q2	$1.23M	Sell	55,431 -2,652	-5%	-$58.7K	0.53%	25
2026 Q1	$1.29M	Buy	58,083 +4,588	+9%	+$103K	0.61%	24
2025 Q4	$1.2M	Buy	53,495 +2,274	+4%	+$51.1K	0.57%	24
2025 Q3	$1.15M	Buy	51,221 +1,590	+3%	+$35.4K	0.56%	24
2025 Q2	$1.1M	Buy	49,631 +5,248	+12%	+$115K	0.62%	24
2025 Q1	$985K	Buy	44,383 +5,865	+15%	+$129K	0.67%	23
2024 Q4	$839K	Buy	+38,518	New	+$851K	0.82%	21

Other funds holding NUBD

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

A&I Financial Services's NUBD Position: Q3 2026 in Review

A&I Financial Services increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 3.2% in Q3 2026, buying an estimated $39K and bringing the position to 57,226 shares worth $1.21M. The position accounts for 0.51% of the portfolio, ranked #25.

A&I Financial Services first reported a position in NUBD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2026. 21 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

A&I Financial Services held 57,226 shares of Nuveen ESG US Aggregate Bond ETF worth $1.21M as of Q3 2026.
A&I Financial Services bought 1,795 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $39K.
Nuveen ESG US Aggregate Bond ETF made up 0.51% of A&I Financial Services's portfolio in Q3 2026, its #25 holding.
A&I Financial Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
A&I Financial Services's Nuveen ESG US Aggregate Bond ETF position peaked at $1.29M in Q1 2026.
21 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.