Farther Finance Advisors
NUBD icon

Farther Finance Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Farther Finance 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
Q3 		$5.8K Buy
274
+273
+27,300% +$5.93K ﹤0.01% 4931
2026
Q2 		$22 Hold
1
– – ﹤0.01% 5896
2026
Q1 		$22 Sell
1
-2,859
-100% -$64K ﹤0.01% 5640
2025
Q4 		$63.9K Buy
+2,860
New +$64.3K ﹤0.01% 2651

Other funds holding NUBD

CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors's NUBD Position: Q3 2026 in Review

Farther Finance Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 27,300% in Q3 2026, buying an estimated $5.93K and bringing the position to 274 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4931.

Farther Finance Advisors first reported a position in NUBD in Q4 2025 and has held it in 4 quarters since. The position peaked at $63.9K in Q4 2025. 21 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

  • Farther Finance Advisors held 274 shares of Nuveen ESG US Aggregate Bond ETF worth $5.8K as of Q3 2026.
  • Farther Finance Advisors bought 273 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $5.93K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4931 holding.
  • Farther Finance Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $63.9K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.