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Avantax Planning Partners’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Avantax Planning Partners’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 		$441K Buy
19,941
+541
+3% +$12K 0.01% 307
2026
Q1 		$431K Sell
19,400
-1,889
-9% -$42.3K 0.01% 297
2025
Q4 		$476K Sell
21,289
-70
-0.3% -$1.57K 0.01% 279
2025
Q3 		$480K Sell
21,359
-1,593
-7% -$35.4K 0.01% 273
2025
Q2 		$511K Sell
22,952
-9,852
-30% -$216K 0.02% 265
2025
Q1 		$728K Buy
32,804
+885
+3% +$19.4K 0.03% 206
2024
Q4 		$695K Buy
31,919
+730
+2% +$16.1K 0.03% 209
2024
Q3 		$708K Sell
31,189
-27,080
-46% -$606K 0.03% 205
2024
Q2 		$1.27M Sell
58,269
-2,284
-4% -$49.4K 0.04% 188
2024
Q1 		$1.33M Buy
60,553
+502
+0.8% +$11K 0.04% 187
2023
Q4 		$1.34M Sell
60,051
-3,133
-5% -$66.9K 0.05% 151
2023
Q3 		$1.33M Sell
63,184
-7,395
-10% -$160K 0.06% 141
2023
Q2 		$1.55M Buy
70,579
+10,735
+18% +$238K 0.06% 127
2023
Q1 		$1.34M Buy
59,844
+6,239
+12% +$138K 0.05% 140
2022
Q4 		$1.17M Buy
53,605
+15,123
+39% +$329K 0.05% 147
2022
Q3 		$833K Sell
38,482
-9,847
-20% -$224K 0.04% 169
2022
Q2 		$1.1M Sell
48,329
-13,230
-21% -$306K 0.05% 144
2022
Q1 		$1.49M Sell
61,559
-47,434
-44% -$1.17M 0.06% 122
2021
Q4 		$2.8M Buy
108,993
+22,456
+26% +$579K 0.12% 78
2021
Q3 		$2.24M Buy
86,537
+11,596
+15% +$303K 0.1% 80
2021
Q2 		$1.96M Sell
74,941
-448
-0.6% -$11.6K 0.09% 87
2021
Q1 		$1.95M Sell
75,389
-3,771
-5% -$99.1K 0.1% 87
2020
Q4 		$2.12M Buy
79,160
+8,981
+13% +$241K 0.11% 78
2020
Q3 		$1.89M Sell
70,179
-3,505
-5% -$95.1K 0.1% 87
2020
Q2 		$1.99M Sell
73,684
-4,005
-5% -$107K 0.11% 76
2020
Q1 		$2.06M Sell
77,689
-1,349
-2% -$35.1K 0.14% 57
2019
Q4 		$2.02M Buy
79,038
+9,080
+13% +$233K 0.12% 69
2019
Q3 		$1.8M Buy
69,958
+43,099
+160% +$1.1M 0.11% 72
2019
Q2 		$680K Buy
26,859
+583
+2% +$14.5K 0.04% 136
2019
Q1 		$653K Buy
+26,276
New +$642K 0.05% 139

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

Avantax Planning Partners's NUBD Position: Q2 2026 in Review

Avantax Planning Partners increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 2.8% in Q2 2026, buying an estimated $12K and bringing the position to 19,941 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #307.

Avantax Planning Partners first reported a position in NUBD in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.8M in Q4 2021. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Avantax Planning Partners held 19,941 shares of Nuveen ESG US Aggregate Bond ETF worth $441K as of Q2 2026.
  • Avantax Planning Partners bought 541 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $12K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #307 holding.
  • Avantax Planning Partners first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Avantax Planning Partners's Nuveen ESG US Aggregate Bond ETF position peaked at $2.8M in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.