Creative Planning’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Creative Planning’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	$1.02M	Buy	45,741 +36,061	+373%	+$808K	﹤0.01%	2443
2025 Q4	$216K	Hold	9,680	–	–	﹤0.01%	3489
2025 Q3	$217K	Sell	9,680 -3,600	-27%	-$80.1K	﹤0.01%	3404
2025 Q2	$296K	Hold	13,280	–	–	﹤0.01%	2906
2025 Q1	$295K	Sell	13,280 -10,203	-43%	-$224K	﹤0.01%	2775
2024 Q4	$511K	Sell	23,483 -20,804	-47%	-$460K	﹤0.01%	2204
2024 Q3	$1.01M	Hold	44,287	–	–	﹤0.01%	1505
2024 Q2	$966K	Sell	44,287 -49,225	-53%	-$1.07M	﹤0.01%	1423
2024 Q1	$2.05M	Sell	93,512 -63,904	-41%	-$1.4M	﹤0.01%	947
2023 Q4	$3.5M	Sell	157,416 -3,668	-2%	-$78.3K	0.01%	678
2023 Q3	$3.4M	Buy	+161,084	New	+$3.48M	﹤0.01%	649
2020 Q3	–	Sell	-86,385	Closed	-$2.34M	–	2231
2020 Q2	$2.34M	Buy	+86,385	New	+$2.32M	0.01%	448

Other funds holding NUBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

Creative Planning's NUBD Position: Q1 2026 in Review

Creative Planning increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 373% in Q1 2026, buying an estimated $808K and bringing the position to 45,741 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Creative Planning first reported a position in NUBD in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.5M in Q4 2023. 126 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Creative Planning held 45,741 shares of Nuveen ESG US Aggregate Bond ETF worth $1.02M as of Q1 2026.
Creative Planning bought 36,061 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $808K.
Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2443 holding.
Creative Planning first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2020 and has held it in 12 quarters since.
Creative Planning's Nuveen ESG US Aggregate Bond ETF position peaked at $3.5M in Q4 2023.
126 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.