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Allworth Financial’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Allworth Financial’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 		$727K Sell
32,844
-1,588
-5% -$35.1K ﹤0.01% 850
2026
Q1 		$765K Buy
34,432
+740
+2% +$16.6K ﹤0.01% 800
2025
Q4 		$753K Sell
33,692
-2,717
-7% -$61.1K ﹤0.01% 782
2025
Q3 		$818K Sell
36,409
-603
-2% -$13.4K ﹤0.01% 723
2025
Q2 		$824K Sell
37,012
-1,881
-5% -$41.3K ﹤0.01% 696
2025
Q1 		$855K Sell
38,893
-258
-0.7% -$5.66K ﹤0.01% 562
2024
Q4 		$852K Buy
39,151
+6,824
+21% +$151K ﹤0.01% 573
2024
Q3 		$734K Sell
32,327
-13
-0% -$291 ﹤0.01% 495
2024
Q2 		$712K Buy
32,340
+4,929
+18% +$107K ﹤0.01% 488
2024
Q1 		$602K Buy
27,411
+1,380
+5% +$30.3K ﹤0.01% 509
2023
Q4 		$579K Buy
26,031
+23,527
+940% +$502K ﹤0.01% 491
2023
Q3 		$52.8K Sell
2,504
-9,939
-80% -$215K ﹤0.01% 1099
2023
Q2 		$274K Buy
12,443
+1
+0% +$22 ﹤0.01% 623
2023
Q1 		$278K Buy
12,442
+298
+2% +$6.6K ﹤0.01% 585
2022
Q4 		$264K Buy
12,144
+8,509
+234% +$185K ﹤0.01% 580
2022
Q3 		$79K Sell
3,635
-811
-18% -$18.4K ﹤0.01% 830
2022
Q2 		$102K Sell
4,446
-11,239
-72% -$260K ﹤0.01% 708
2022
Q1 		$378K Sell
15,685
-5,928
-27% -$147K ﹤0.01% 442
2021
Q4 		$555K Sell
21,613
-12,621
-37% -$325K 0.01% 358
2021
Q3 		$886K Buy
+34,234
New +$896K 0.01% 248

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
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
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allworth Financial's NUBD Position: Q2 2026 in Review

Allworth Financial reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 4.6% in Q2 2026, selling an estimated $35.1K and leaving 32,844 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Allworth Financial first reported a position in NUBD in Q3 2021 and has held it in 20 quarters since. The position peaked at $886K in Q3 2021. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Allworth Financial held 32,844 shares of Nuveen ESG US Aggregate Bond ETF worth $727K as of Q2 2026.
  • Allworth Financial sold 1,588 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $35.1K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #850 holding.
  • Allworth Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Nuveen ESG US Aggregate Bond ETF position peaked at $886K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.