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CGN Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

CGN Advisors’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 		$10M Buy
452,900
+28,993
+7% +$642K 0.73% 32
2026
Q1 		$9.41M Buy
423,907
+16,362
+4% +$366K 0.74% 32
2025
Q4 		$9.11M Buy
407,545
+33,354
+9% +$750K 0.72% 32
2025
Q3 		$8.4M Buy
374,191
+56,635
+18% +$1.26M 0.69% 34
2025
Q2 		$7.07M Sell
317,556
-1,363
-0.4% -$29.9K 0.63% 35
2025
Q1 		$7.08M Sell
318,919
-1,568
-0.5% -$34.4K 0.69% 33
2024
Q4 		$6.98M Buy
320,487
+52,414
+20% +$1.16M 0.68% 35
2024
Q3 		$6.09M Buy
268,073
+75,850
+39% +$1.7M 0.61% 37
2024
Q2 		$4.19M Buy
192,223
+115,411
+150% +$2.5M 0.49% 45
2024
Q1 		$1.69M Buy
76,812
+7,211
+10% +$158K 0.21% 118
2023
Q4 		$1.55M Buy
69,601
+22,214
+47% +$474K 0.21% 120
2023
Q3 		$1,000K Buy
47,387
+36,664
+342% +$792K 0.13% 143
2023
Q2 		$236K Buy
10,723
+86
+0.8% +$1.91K 0.03% 213
2023
Q1 		$238K Buy
10,637
+567
+6% +$12.6K 0.04% 205
2022
Q4 		$219K Buy
10,070
+133
+1% +$2.89K 0.04% 211
2022
Q3 		$215K Buy
9,937
+774
+8% +$17.6K 0.05% 222
2022
Q2 		$210K Buy
+9,163
New +$212K 0.06% 202
2021
Q3 		– Sell
-28,833
Closed -$752K – 204
2021
Q2 		$752K Buy
28,833
+870
+3% +$22.6K 0.24% 93
2021
Q1 		$722K Sell
27,963
-7,451
-21% -$196K 0.26% 85
2020
Q4 		$949K Buy
+35,414
New +$950K 0.38% 70

Other funds holding NUBD

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

CGN Advisors's NUBD Position: Q2 2026 in Review

CGN Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 6.8% in Q2 2026, buying an estimated $642K and bringing the position to 452,900 shares worth $10M. The position accounts for 0.73% of the portfolio, ranked #32.

CGN Advisors first reported a position in NUBD in Q4 2020 and has held it in 20 quarters since. 21 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • CGN Advisors held 452,900 shares of Nuveen ESG US Aggregate Bond ETF worth $10M as of Q2 2026.
  • CGN Advisors bought 28,993 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $642K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.73% of CGN Advisors's portfolio in Q2 2026, its #32 holding.
  • CGN Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • 21 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.