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Evolve Private Wealth’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Evolve Private Wealth’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 		$463K Buy
20,915
+1,633
+8% +$36.1K 0.03% 545
2026
Q1 		$428K Sell
19,282
-388
-2% -$8.69K 0.02% 643
2025
Q4 		$440K Buy
+19,670
New +$442K 0.03% 578

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

Evolve Private Wealth's NUBD Position: Q2 2026 in Review

Evolve Private Wealth increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 8.5% in Q2 2026, buying an estimated $36.1K and bringing the position to 20,915 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #545.

Evolve Private Wealth first reported a position in NUBD in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Evolve Private Wealth held 20,915 shares of Nuveen ESG US Aggregate Bond ETF worth $463K as of Q2 2026.
  • Evolve Private Wealth bought 1,633 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $36.1K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #545 holding.
  • Evolve Private Wealth first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.