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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
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 $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Financial Gravity Companies's NUBD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2025: 3,674 shares worth $81.8K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NUBD as recently as Q4 2024.

Financial Gravity Companies first reported a position in NUBD in Q3 2024 and has held it in 3 quarters since. The position peaked at $92K in Q3 2024. 112 funds tracked by Wall St. Rank hold NUBD as of Q2 2025.

  • Financial Gravity Companies held 3,674 shares of Nuveen ESG US Aggregate Bond ETF worth $81.8K as of Q2 2025.
  • Nuveen ESG US Aggregate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • Nuveen ESG US Aggregate Bond ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #242 holding.
  • Financial Gravity Companies first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Nuveen ESG US Aggregate Bond ETF position peaked at $92K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.