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Charter Oak Capital Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Charter Oak Capital 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
Q1 		$6.04M Buy
271,726
+1,379
+0.5% +$30.9K 0.47% 20
2025
Q4 		$6.04M Buy
270,347
+28,008
+12% +$629K 0.46% 21
2025
Q3 		$5.44M Sell
242,339
-353
-0.1% -$7.85K 0.43% 20
2025
Q2 		$5.4M Sell
242,692
-3,668
-1% -$80.6K 0.46% 20
2025
Q1 		$5.47M Sell
246,360
-9,995
-4% -$219K 0.5% 19
2024
Q4 		$5.58M Sell
256,355
-915
-0.4% -$20.2K 0.52% 20
2024
Q3 		$5.84M Sell
257,270
-6,263
-2% -$140K 0.55% 19
2024
Q2 		$5.75M Sell
263,533
-6,012
-2% -$130K 0.6% 19
2024
Q1 		$5.92M Buy
269,545
+24,418
+10% +$536K 0.63% 18
2023
Q4 		$5.46M Buy
245,127
+10,175
+4% +$217K 0.65% 19
2023
Q3 		$4.96M Buy
234,952
+25,093
+12% +$542K 0.66% 20
2023
Q2 		$4.61M Buy
209,859
+8,515
+4% +$189K 0.6% 22
2023
Q1 		$4.5M Buy
201,344
+14,675
+8% +$325K 0.62% 23
2022
Q4 		$4.06M Buy
186,669
+6,775
+4% +$147K 0.61% 25
2022
Q3 		$3.9M Buy
179,894
+16,284
+10% +$370K 0.62% 25
2022
Q2 		$3.74M Sell
163,610
-36,975
-18% -$855K 0.51% 32
2022
Q1 		$4.84M Sell
200,585
-11,829
-6% -$293K 0.59% 24
2021
Q4 		$5.45M Buy
212,414
+11,777
+6% +$304K 0.63% 24
2021
Q3 		$5.19M Buy
200,637
+18,936
+10% +$495K 0.65% 23
2021
Q2 		$4.74M Buy
181,701
+22,178
+14% +$575K 0.61% 26
2021
Q1 		$4.12M Buy
159,523
+34,122
+27% +$897K 0.58% 27
2020
Q4 		$3.36M Buy
+125,401
New +$3.36M 0.51% 29

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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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

Charter Oak Capital Management's NUBD Position: Q1 2026 in Review

Charter Oak Capital Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.51% in Q1 2026, buying an estimated $30.9K and bringing the position to 271,726 shares worth $6.04M. The position accounts for 0.47% of the portfolio, ranked #20.

Charter Oak Capital Management first reported a position in NUBD in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.04M in Q4 2025. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

  • Charter Oak Capital Management held 271,726 shares of Nuveen ESG US Aggregate Bond ETF worth $6.04M as of Q1 2026.
  • Charter Oak Capital Management bought 1,379 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $30.9K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.47% of Charter Oak Capital Management's portfolio in Q1 2026, its #20 holding.
  • Charter Oak Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Nuveen ESG US Aggregate Bond ETF position peaked at $6.04M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.