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

Etesian 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	$411K	Buy	18,549 +1,081	+6%	+$23.9K	0.12%	95
2026 Q1	$388K	Buy	17,468 +4,418	+34%	+$98.9K	0.12%	100
2025 Q4	$292K	Sell	13,050 -1,173	-8%	-$26.4K	0.09%	116
2025 Q3	$319K	Buy	14,223 +356	+3%	+$7.92K	0.11%	111
2025 Q2	$309K	Buy	13,867 +3,570	+35%	+$78.4K	0.12%	112
2025 Q1	$228K	Buy	10,297 +984	+11%	+$21.6K	0.1%	131
2024 Q4	$203K	Buy	+9,313	New	+$206K	0.09%	139

Other funds holding NUBD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Etesian Wealth Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 6.2% in Q2 2026, buying an estimated $23.9K and bringing the position to 18,549 shares worth $411K. The position accounts for 0.12% of the portfolio, ranked #95.

Etesian Wealth Advisors first reported a position in NUBD in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Etesian Wealth Advisors held 18,549 shares of Nuveen ESG US Aggregate Bond ETF worth $411K as of Q2 2026.
Etesian Wealth Advisors bought 1,081 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $23.9K.
Nuveen ESG US Aggregate Bond ETF made up 0.12% of Etesian Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Etesian Wealth Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.