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

Colorado 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 Q3	$3.6M	Buy	169,926 +8,411	+5%	+$183K	1.24%	28
2026 Q2	$3.58M	Buy	161,515 +537	+0.3%	+$11.9K	1.22%	29
2026 Q1	$3.58M	Buy	160,978 +6,964	+5%	+$156K	1.33%	27
2025 Q4	$3.44M	Sell	154,014 -481	-0.3%	-$10.8K	1.29%	28
2025 Q3	$3.47M	Sell	154,495 -9,246	-6%	-$206K	1.34%	27
2025 Q2	$3.65M	Sell	163,741 -12,665	-7%	-$278K	1.56%	24
2025 Q1	$3.91M	Buy	176,406 +10,677	+6%	+$234K	1.82%	18
2024 Q4	$3.61M	Sell	165,729 -2,867	-2%	-$63.3K	1.75%	20
2024 Q3	$3.83M	Buy	168,596 +5,460	+3%	+$122K	1.89%	17
2024 Q2	$3.56M	Buy	163,136 +17,335	+12%	+$375K	1.99%	16
2024 Q1	$3.2M	Buy	145,801 +9,748	+7%	+$214K	1.85%	19
2023 Q4	$3.03M	Buy	136,053 +108,203	+389%	+$2.31M	1.99%	19
2023 Q3	$588K	Buy	+27,850	New	+$601K	0.45%	44

Other funds holding NUBD

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 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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

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 Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Colorado Capital Management's NUBD Position: Q3 2026 in Review

Colorado Capital Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 5.2% in Q3 2026, buying an estimated $183K and bringing the position to 169,926 shares worth $3.6M. The position accounts for 1.24% of the portfolio, ranked #28.

Colorado Capital Management first reported a position in NUBD in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.91M in Q1 2025. 17 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

Colorado Capital Management held 169,926 shares of Nuveen ESG US Aggregate Bond ETF worth $3.6M as of Q3 2026.
Colorado Capital Management bought 8,411 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $183K.
Nuveen ESG US Aggregate Bond ETF made up 1.24% of Colorado Capital Management's portfolio in Q3 2026, its #28 holding.
Colorado Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2023 and has held it in 13 quarters since.
Colorado Capital Management's Nuveen ESG US Aggregate Bond ETF position peaked at $3.91M in Q1 2025.
17 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on Colorado Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.