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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

A&I Financial Services's NUBD Position: Q2 2026 in Review

A&I Financial Services reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 4.6% in Q2 2026, selling an estimated $58.7K and leaving 55,431 shares worth $1.23M. The position accounts for 0.53% of the portfolio, ranked #25.

A&I Financial Services first reported a position in NUBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2026. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

A&I Financial Services held 55,431 shares of Nuveen ESG US Aggregate Bond ETF worth $1.23M as of Q2 2026.
A&I Financial Services sold 2,652 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $58.7K.
Nuveen ESG US Aggregate Bond ETF made up 0.53% of A&I Financial Services's portfolio in Q2 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 7 quarters since.
A&I Financial Services's Nuveen ESG US Aggregate Bond ETF position peaked at $1.29M in Q1 2026.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.