CTWM
NUBD icon

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

Cherry Tree 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
Q1 		$224K Buy
10,098
+1,339
+15% +$30K 0.05% 151
2025
Q4 		$196K Sell
8,759
-4,203
-32% -$94.4K 0.04% 164
2025
Q3 		$291K Sell
12,962
-1,863
-13% -$41.4K 0.06% 133
2025
Q2 		$330K Sell
14,825
-2,750
-16% -$60.4K 0.08% 117
2025
Q1 		$390K Hold
17,575
– – 0.09% 109
2024
Q4 		$383K Sell
17,575
-1,150
-6% -$25.4K 0.09% 112
2024
Q3 		$425K Buy
18,725
+769
+4% +$17.2K 0.1% 107
2024
Q2 		$392K Hold
17,956
– – 0.1% 106
2024
Q1 		$394K Buy
17,956
+2,967
+20% +$65.1K 0.1% 106
2023
Q4 		$334K Sell
14,989
-3,316
-18% -$70.8K 0.09% 114
2023
Q3 		$386K Hold
18,305
– – 0.11% 95
2023
Q2 		$402K Buy
+18,305
New +$406K 0.12% 94

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $7.28B AUM 16.22% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return