Aaron Wealth Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Aaron Wealth Advisors’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	$266K	Hold	12,003	–	–	0.01%	611
2026 Q1	$267K	Hold	12,003	–	–	0.02%	599
2025 Q4	$268K	Hold	12,003	–	–	0.01%	594
2025 Q3	$270K	Hold	12,003	–	–	0.02%	550
2025 Q2	$267K	Hold	12,003	–	–	0.03%	389
2025 Q1	$266K	Buy	12,003 +2,108	+21%	+$46.2K	0.03%	359
2024 Q4	$216K	Hold	9,895	–	–	0.03%	418
2024 Q3	$225K	Hold	9,895	–	–	0.03%	385
2024 Q2	$216K	Sell	9,895 -70	-0.7%	-$1.51K	0.03%	301
2024 Q1	$219K	Sell	9,965 -317	-3%	-$6.96K	0.03%	280
2023 Q4	$229K	Buy	+10,282	New	+$219K	0.04%	224
2023 Q2	–	Sell	-8,981	Closed	-$201K	–	263
2023 Q1	$201K	Sell	8,981 -890	-9%	-$19.7K	0.03%	246
2022 Q4	$215K	Sell	9,871 -900	-8%	-$19.6K	0.03%	228
2022 Q3	$233K	Hold	10,771	–	–	0.04%	187
2022 Q2	$246K	Sell	10,771 -1,117	-9%	-$25.8K	0.06%	169
2022 Q1	$287K	Hold	11,888	–	–	0.07%	158
2021 Q4	$305K	Buy	+11,888	New	+$306K	0.09%	142

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

Aaron Wealth Advisors's NUBD Position: Q2 2026 in Review

Aaron Wealth Advisors held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 12,003 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #611.

Aaron Wealth Advisors first reported a position in NUBD in Q4 2021 and has held it in 17 quarters since. The position peaked at $305K in Q4 2021. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Aaron Wealth Advisors held 12,003 shares of Nuveen ESG US Aggregate Bond ETF worth $266K as of Q2 2026.
Aaron Wealth Advisors left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
Nuveen ESG US Aggregate Bond ETF made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #611 holding.
Aaron Wealth Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
Aaron Wealth Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $305K in Q4 2021.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.