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

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

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM