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Davis Wealth Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Davis Wealth Advisors’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 		– Sell
-14,405
Closed -$320K – 78
2026
Q1 		$320K Hold
14,405
– – 0.27% 56
2025
Q4 		$322K Buy
+14,405
New +$324K 0.27% 58

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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 $4.22B AUM 26.72% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Davis Wealth Advisors's NUBD Position: Q2 2026 in Review

Davis Wealth Advisors sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2026, closing a stake of 14,405 shares — an estimated $320K sold.

Davis Wealth Advisors first reported a position in NUBD in Q4 2025 and held it in 2 quarters. The position peaked at $322K in Q4 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Davis Wealth Advisors reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Davis Wealth Advisors sold 14,405 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $320K.
  • Davis Wealth Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Davis Wealth Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $322K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.