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Avior Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Avior Wealth Management’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 		$248K Buy
11,206
+115
+1% +$2.54K 0.01% 703
2026
Q1 		$246K Sell
11,091
-82
-0.7% -$1.84K 0.01% 739
2025
Q4 		$250K Buy
11,173
+148
+1% +$3.33K 0.01% 663
2025
Q3 		$248K Buy
11,025
+105
+1% +$2.33K 0.01% 647
2025
Q2 		$243K Buy
10,920
+109
+1% +$2.39K 0.01% 621
2025
Q1 		$240K Buy
10,811
+68
+0.6% +$1.49K 0.01% 608
2024
Q4 		$234K Buy
10,743
+6,226
+138% +$138K 0.01% 656
2024
Q3 		$103K Sell
4,517
-261
-5% -$5.84K ﹤0.01% 885
2024
Q2 		$104K Buy
4,778
+4,480
+1,503% +$97K ﹤0.01% 850
2024
Q1 		$6.55K Buy
+298
New +$6.54K ﹤0.01% 1997

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

Avior Wealth Management's NUBD Position: Q2 2026 in Review

Avior Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 1% in Q2 2026, buying an estimated $2.54K and bringing the position to 11,206 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #703.

Avior Wealth Management first reported a position in NUBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $250K in Q4 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Avior Wealth Management held 11,206 shares of Nuveen ESG US Aggregate Bond ETF worth $248K as of Q2 2026.
  • Avior Wealth Management bought 115 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $2.54K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #703 holding.
  • Avior Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Avior Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $250K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.