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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
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

CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM