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

Financial Gravity Companies’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 		$82.3K Buy
+3,720
New +$82.3K 0.01% 245
2025
Q2 		$81.8K Buy
+3,674
New +$80.7K 0.02% 242
2024
Q4 		$89.3K Buy
4,098
+46
+1% +$1.02K 0.02% 217
2024
Q3 		$92K Buy
+4,052
New +$90.7K 0.02% 144

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 22.9% 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
Miracle Mile Advisors
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

Financial Gravity Companies's NUBD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2026: 3,720 shares worth $82.3K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NUBD as recently as Q2 2025.

Financial Gravity Companies first reported a position in NUBD in Q3 2024 and has held it in 4 quarters since. The position peaked at $92K in Q3 2024. 124 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Financial Gravity Companies held 3,720 shares of Nuveen ESG US Aggregate Bond ETF worth $82.3K as of Q2 2026.
  • Nuveen ESG US Aggregate Bond ETF was a new Financial Gravity Companies position in Q2 2026.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #245 holding.
  • Financial Gravity Companies first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's Nuveen ESG US Aggregate Bond ETF position peaked at $92K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.