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

Coldstream 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 		$2.46M Buy
110,792
+987
+0.9% +$22.1K 0.03% 239
2025
Q4 		$2.45M Buy
109,805
+7,009
+7% +$158K 0.03% 241
2025
Q3 		$2.31M Buy
102,796
+54,429
+113% +$1.21M 0.03% 266
2025
Q2 		$1.08M Buy
+48,367
New +$1.06M 0.02% 401

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 $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 $3.57B AUM 18.63% 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

Coldstream Capital Management's NUBD Position: Q1 2026 in Review

Coldstream Capital Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.9% in Q1 2026, buying an estimated $22.1K and bringing the position to 110,792 shares worth $2.46M. The position accounts for 0.03% of the portfolio, ranked #239.

Coldstream Capital Management first reported a position in NUBD in Q2 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

  • Coldstream Capital Management held 110,792 shares of Nuveen ESG US Aggregate Bond ETF worth $2.46M as of Q1 2026.
  • Coldstream Capital Management bought 987 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $22.1K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.03% of Coldstream Capital Management's portfolio in Q1 2026, its #239 holding.
  • Coldstream Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.