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

EverSource 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	$9.19K	Hold	415	–	–	﹤0.01%	2953
2026 Q1	$9.22K	Hold	415	–	–	﹤0.01%	2956
2025 Q4	$9.28K	Hold	415	–	–	﹤0.01%	2840
2025 Q3	$9.32K	Hold	415	–	–	﹤0.01%	2858
2025 Q2	$9.24K	Hold	415	–	–	﹤0.01%	2862
2025 Q1	$9.21K	Hold	415	–	–	﹤0.01%	2153
2024 Q4	$9.04K	Hold	415	–	–	﹤0.01%	2050
2024 Q3	$9.42K	Sell	415 -1,251	-75%	-$28K	﹤0.01%	1900
2024 Q2	$37K	Hold	1,666	–	–	﹤0.01%	1239
2024 Q1	$35.5K	Hold	1,666	–	–	﹤0.01%	1117
2023 Q4	$37.1K	Hold	1,666	–	–	﹤0.01%	1017
2023 Q3	$35.2K	Hold	1,666	–	–	﹤0.01%	937
2023 Q2	$36.6K	Hold	1,666	–	–	﹤0.01%	954
2023 Q1	$37.2K	Hold	1,666	–	–	﹤0.01%	889
2022 Q4	$36.3K	Sell	1,666 -5,565	-77%	-$121K	0.01%	877
2022 Q3	$157K	Buy	7,231 +53	+0.7%	+$1.21K	0.04%	334
2022 Q2	$164K	Buy	7,178 +66	+0.9%	+$1.53K	0.04%	285
2022 Q1	$172K	Buy	7,112 +5,127	+258%	+$127K	0.04%	268
2021 Q4	$51K	Buy	+1,985	New	+$51.2K	0.01%	425

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

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

EverSource Wealth Advisors held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 415 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

EverSource Wealth Advisors first reported a position in NUBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $172K in Q1 2022. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

EverSource Wealth Advisors held 415 shares of Nuveen ESG US Aggregate Bond ETF worth $9.19K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2953 holding.
EverSource Wealth Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $172K in Q1 2022.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.