Envestnet Portfolio Solutions
NUBD icon

Envestnet Portfolio Solutions’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-823,369
Closed -$18.4M – 1432
2025
Q4 		$18.4M Sell
823,369
-1,161
-0.1% -$26.1K 0.06% 155
2025
Q3 		$18.5M Buy
824,530
+83,386
+11% +$1.85M 0.07% 146
2025
Q2 		$16.5M Buy
741,144
+7,272
+1% +$160K 0.06% 151
2025
Q1 		$16.3M Buy
733,872
+26,290
+4% +$576K 0.06% 148
2024
Q4 		$15.4M Buy
707,582
+21,208
+3% +$468K 0.05% 177
2024
Q3 		$15.6M Buy
686,374
+15,256
+2% +$341K 0.05% 182
2024
Q2 		$14.6M Sell
671,118
-127,506
-16% -$2.76M 0.05% 183
2024
Q1 		$17.5M Sell
798,624
-264
-0% -$5.79K 0.07% 149
2023
Q4 		$17.8M Buy
798,888
+43,200
+6% +$922K 0.07% 133
2023
Q3 		$15.9M Buy
+755,688
New +$16.3M 0.08% 125

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
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 $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

Envestnet Portfolio Solutions's NUBD Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2026, closing a stake of 823,369 shares — an estimated $18.4M sold.

Envestnet Portfolio Solutions first reported a position in NUBD in Q3 2023 and held it in 10 quarters. The position peaked at $18.5M in Q3 2025. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 823,369 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $18.4M.
  • Envestnet Portfolio Solutions first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Nuveen ESG US Aggregate Bond ETF position peaked at $18.5M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.