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Chesley Taft & Associates’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Chesley Taft & Associates’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
Q3 		$216K Buy
+10,200
New +$222K 0.01% 360

Other funds holding NUBD

CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Chesley Taft & Associates's NUBD Position: Q3 2026 in Review

Chesley Taft & Associates opened a new position in Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2026: 10,200 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #360 among its holdings.

16 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

  • Chesley Taft & Associates held 10,200 shares of Nuveen ESG US Aggregate Bond ETF worth $216K as of Q3 2026.
  • Nuveen ESG US Aggregate Bond ETF was a new Chesley Taft & Associates position in Q3 2026.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q3 2026, its #360 holding.
  • 16 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.