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 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

Cherry Tree Wealth Management's NUBD Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 15% in Q1 2026, buying an estimated $30K and bringing the position to 10,098 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #151.

Cherry Tree Wealth Management first reported a position in NUBD in Q2 2023 and has held it in 12 quarters since. The position peaked at $425K in Q3 2024. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Cherry Tree Wealth Management held 10,098 shares of Nuveen ESG US Aggregate Bond ETF worth $224K as of Q1 2026.
Cherry Tree Wealth Management bought 1,339 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $30K.
Nuveen ESG US Aggregate Bond ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #151 holding.
Cherry Tree Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $425K in Q3 2024.
128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.