AWA
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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
Q3 		$423K Buy
19,976
+7,973
+66% +$173K 0.02% 482
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

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
SWA
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
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Aaron Wealth Advisors's NUBD Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 66% in Q3 2026, buying an estimated $173K and bringing the position to 19,976 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #482.

Aaron Wealth Advisors first reported a position in NUBD in Q4 2021 and has held it in 18 quarters since. 15 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

  • Aaron Wealth Advisors held 19,976 shares of Nuveen ESG US Aggregate Bond ETF worth $423K as of Q3 2026.
  • Aaron Wealth Advisors bought 7,973 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $173K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #482 holding.
  • Aaron Wealth Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.