Action Point Financial Planning’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Action Point Financial Planning’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	$22.1K	Buy	+1,000	New	+$22.1K	﹤0.01%	1092

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

Action Point Financial Planning's NUBD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2026: 1,000 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings.

123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Action Point Financial Planning held 1,000 shares of Nuveen ESG US Aggregate Bond ETF worth $22.1K as of Q2 2026.
Nuveen ESG US Aggregate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1092 holding.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.