Atria Investments’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Atria Investments’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	$743K	Buy	35,110 +691	+2%	+$15K	0.01%	1300
2026 Q2	$762K	Sell	34,419 -8,513	-20%	-$188K	0.01%	1271
2026 Q1	$954K	Buy	42,932 +27	+0.1%	+$605	0.01%	1081
2025 Q4	$959K	Buy	42,905 +362	+0.9%	+$8.13K	0.01%	1092
2025 Q3	$955K	Buy	42,543 +2,743	+7%	+$61K	0.01%	1077
2025 Q2	$886K	Buy	+39,800	New	+$874K	0.01%	1098

Other funds holding NUBD

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

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

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

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

Atria Investments's NUBD Position: Q3 2026 in Review

Atria Investments increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 2% in Q3 2026, buying an estimated $15K and bringing the position to 35,110 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1300.

Atria Investments first reported a position in NUBD in Q2 2025 and has held it in 6 quarters since. The position peaked at $959K in Q4 2025. 17 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

Atria Investments held 35,110 shares of Nuveen ESG US Aggregate Bond ETF worth $743K as of Q3 2026.
Atria Investments bought 691 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $15K.
Nuveen ESG US Aggregate Bond ETF made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1300 holding.
Atria Investments first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Atria Investments's Nuveen ESG US Aggregate Bond ETF position peaked at $959K in Q4 2025.
17 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.