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

Axxcess 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
2025 Q3	–	Sell	-48,113	Closed	-$1.07M	–	948
2025 Q2	$1.07M	Sell	48,113 -1,284	-3%	-$28.2K	0.03%	409
2025 Q1	$1.1M	Sell	49,397 -2,983	-6%	-$65.4K	0.03%	372
2024 Q4	$1.14M	Buy	52,380 +954	+2%	+$21.1K	0.03%	384
2024 Q3	$1.17M	Sell	51,426 -345	-0.7%	-$7.72K	0.03%	360
2024 Q2	$1.13M	Buy	51,771 +625	+1%	+$13.5K	0.03%	348
2024 Q1	$1.12M	Buy	51,146 +1,916	+4%	+$42.1K	0.03%	349
2023 Q4	$1.1M	Buy	49,230 +21,165	+75%	+$452K	0.03%	339
2023 Q3	$592K	Buy	+28,065	New	+$606K	0.02%	431

Other funds holding NUBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Axxcess Wealth Management's NUBD Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2025, closing a stake of 48,113 shares — an estimated $1.07M sold.

Axxcess Wealth Management first reported a position in NUBD in Q3 2023 and held it in 8 quarters. The position peaked at $1.17M in Q3 2024. 112 funds tracked by Wall St. Rank hold NUBD as of Q3 2025.

Axxcess Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Axxcess Wealth Management sold 48,113 Nuveen ESG US Aggregate Bond ETF shares in Q3 2025, an estimated $1.07M.
Axxcess Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2023 and held it in 8 quarters.
Axxcess Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $1.17M in Q3 2024.
112 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.