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

Boston Standard 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 		$3.3M Buy
149,955
+15,805
+12% +$350K 0.48% 21
2026
Q1 		$2.97M Buy
134,150
+2,087
+2% +$46.7K 0.49% 21
2025
Q4 		$2.95M Buy
132,063
+7,705
+6% +$173K 0.49% 19
2025
Q3 		$2.79M Buy
124,358
+4,741
+4% +$105K 0.47% 20
2025
Q2 		$2.66M Buy
119,617
+31,756
+36% +$698K 0.48% 18
2025
Q1 		$1.92M Sell
87,861
-8,295
-9% -$182K 0.42% 20
2024
Q4 		$2.09M Buy
96,156
+5,646
+6% +$125K 0.41% 21
2024
Q3 		$2.06M Buy
90,510
+2,649
+3% +$59.3K 0.4% 21
2024
Q2 		$1.92M Buy
87,861
+6,976
+9% +$151K 0.42% 20
2024
Q1 		$1.78M Buy
80,885
+5,491
+7% +$121K 0.4% 21
2023
Q4 		$1.59M Hold
75,394
– – 0.42% 22
2023
Q3 		$1.59M Buy
75,394
+795
+1% +$17.2K 0.42% 22
2023
Q2 		$1.64M Buy
74,599
+3,206
+4% +$71.1K 0.42% 22
2023
Q1 		$1.6M Sell
71,393
-13,068
-15% -$289K 0.46% 20
2022
Q4 		$1.84M Buy
84,461
+440
+0.5% +$9.56K 0.55% 19
2022
Q3 		$1.82M Buy
84,021
+1,513
+2% +$34.4K 0.61% 19
2022
Q2 		$1.9M Sell
82,508
-310
-0.4% -$7.17K 0.61% 19
2022
Q1 		$2M Sell
82,818
-1,184
-1% -$29.3K 0.57% 19
2021
Q4 		$2.16M Buy
84,002
+1,091
+1% +$28.1K 0.6% 19
2021
Q3 		$2.15M Buy
82,911
+1,585
+2% +$41.5K 0.64% 18
2021
Q2 		$2.12M Buy
81,326
+15,072
+23% +$391K 0.64% 18
2021
Q1 		$1.71M Buy
66,254
+8,048
+14% +$212K 0.56% 17
2020
Q4 		$1.56M Buy
58,206
+7,573
+15% +$203K 0.58% 17
2020
Q3 		$1.36M Buy
50,633
+359
+0.7% +$9.74K 0.57% 17
2020
Q2 		$1.36M Buy
50,274
+1,394
+3% +$37.4K 0.61% 18
2020
Q1 		$1.29M Sell
48,880
-3,358
-6% -$87.3K 0.7% 16
2019
Q4 		$1.33M Buy
52,238
+383
+0.7% +$9.83K 0.6% 18
2019
Q3 		$1.33M Buy
51,855
+1,942
+4% +$49.7K 0.64% 17
2019
Q2 		$1.27M Buy
49,913
+14,524
+41% +$362K 0.62% 18
2019
Q1 		$874K Buy
+35,389
New +$865K 0.45% 21

Other funds holding NUBD

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EA
Evolution Advisers Richmond, Virginia $272M AUM 14.96% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Boston Standard Wealth Management's NUBD Position: Q2 2026 in Review

Boston Standard Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 12% in Q2 2026, buying an estimated $350K and bringing the position to 149,955 shares worth $3.3M. The position accounts for 0.48% of the portfolio, ranked #21.

Boston Standard Wealth Management first reported a position in NUBD in Q1 2019 and has held it in 30 quarters since. 46 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Boston Standard Wealth Management held 149,955 shares of Nuveen ESG US Aggregate Bond ETF worth $3.3M as of Q2 2026.
  • Boston Standard Wealth Management bought 15,805 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $350K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.48% of Boston Standard Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Boston Standard Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 46 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.