Carson Wealth (CWM LLC)’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$143K	Sell	6,420 -200	-3%	-$4.48K	﹤0.01%	2994
2025 Q4	$148K	Sell	6,620 -2,375	-26%	-$53.4K	﹤0.01%	2790
2025 Q3	$202K	Buy	8,995 +1,362	+18%	+$30.3K	﹤0.01%	2433
2025 Q2	$170K	Buy	7,633 +2,375	+45%	+$52.2K	﹤0.01%	2317
2025 Q1	$117K	Buy	5,258 +200	+4%	+$4.38K	﹤0.01%	2289
2024 Q4	$110K	Buy	+5,058	New	+$112K	﹤0.01%	2221
2023 Q2	–	Sell	-1,151	Closed	-$26K	–	4376
2023 Q1	$26K	Buy	+1,151	New	+$25.5K	﹤0.01%	2325

Other funds holding NUBD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NUBD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 3% in Q1 2026, selling an estimated $4.48K and leaving 6,420 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

Carson Wealth (CWM LLC) first reported a position in NUBD in Q1 2023 and has held it in 7 quarters since. The position peaked at $202K in Q3 2025. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Carson Wealth (CWM LLC) held 6,420 shares of Nuveen ESG US Aggregate Bond ETF worth $143K as of Q1 2026.
Carson Wealth (CWM LLC) sold 200 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $4.48K.
Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2994 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2023 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Nuveen ESG US Aggregate Bond ETF position peaked at $202K in Q3 2025.
128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.