AI
NUBD icon

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
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

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

Atria Investments's NUBD Position: Q2 2026 in Review

Atria Investments reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 20% in Q2 2026, selling an estimated $188K and leaving 34,419 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1271.

Atria Investments first reported a position in NUBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $959K in Q4 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Atria Investments held 34,419 shares of Nuveen ESG US Aggregate Bond ETF worth $762K as of Q2 2026.
  • Atria Investments sold 8,513 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $188K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1271 holding.
  • Atria Investments first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Atria Investments's Nuveen ESG US Aggregate Bond ETF position peaked at $959K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.