Financial Gravity Asset Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Financial Gravity Asset Management’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	$82.6K	Hold	3,720	–	–	0.01%	244
2025 Q4	$83.2K	Buy	3,720 +46	+1%	+$1.03K	0.02%	203
2025 Q3	$82.5K	Buy	+3,674	New	+$81.7K	0.02%	240
2025 Q1	$90.9K	Buy	+4,098	New	+$89.8K	0.02%	237
2024 Q2	$199K	Buy	9,105 +651	+8%	+$14.1K	0.05%	124
2024 Q1	$188K	Hold	8,454	–	–	0.05%	129
2023 Q4	$188K	Buy	+8,454	New	+$180K	0.05%	130

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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

Financial Gravity Asset Management's NUBD Position: Q1 2026 in Review

Financial Gravity Asset Management held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q1 2026 at 3,720 shares worth $82.6K. The position accounts for 0.01% of the portfolio, ranked #244.

Financial Gravity Asset Management first reported a position in NUBD in Q4 2023 and has held it in 7 quarters since. The position peaked at $199K in Q2 2024. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Financial Gravity Asset Management held 3,720 shares of Nuveen ESG US Aggregate Bond ETF worth $82.6K as of Q1 2026.
Financial Gravity Asset Management left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q1 2026.
Nuveen ESG US Aggregate Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #244 holding.
Financial Gravity Asset Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Nuveen ESG US Aggregate Bond ETF position peaked at $199K in Q2 2024.
128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.