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Financial Network Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Financial Network Wealth 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 		$2.05M Buy
92,355
+37
+0% +$829 0.65% 25
2025
Q4 		$2.06M Sell
92,318
-656
-0.7% -$14.7K 0.63% 26
2025
Q3 		$2.08M Buy
+92,974
New +$2.07M 0.64% 27
2025
Q1 		$2.46M Sell
110,776
-33,496
-23% -$734K 0.87% 22
2024
Q4 		$3.14M Sell
144,272
-491
-0.3% -$10.8K 1.12% 17
2024
Q3 		$3.29M Sell
144,763
-556
-0.4% -$12.4K 1.18% 17
2024
Q2 		$3.17M Sell
145,319
-464
-0.3% -$10K 1.21% 16
2024
Q1 		$3.14M Sell
145,783
-2,789
-2% -$61.2K 1.49% 16
2023
Q4 		$3.31M Sell
148,572
-18,802
-11% -$401K 1.43% 15
2023
Q3 		$3.51M Sell
167,374
-515
-0.3% -$11.1K 1.71% 13
2023
Q2 		$3.67M Buy
167,889
+1,010
+0.6% +$22.4K 1.7% 14
2023
Q1 		$3.73M Sell
166,879
-4,055
-2% -$89.8K 1.85% 15
2022
Q4 		$3.72M Buy
+170,934
New +$3.72M 2.01% 14

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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 $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Financial Network Wealth Management's NUBD Position: Q1 2026 in Review

Financial Network Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.04% in Q1 2026, buying an estimated $829 and bringing the position to 92,355 shares worth $2.05M. The position accounts for 0.65% of the portfolio, ranked #25.

Financial Network Wealth Management first reported a position in NUBD in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.73M in Q1 2023. 126 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

  • Financial Network Wealth Management held 92,355 shares of Nuveen ESG US Aggregate Bond ETF worth $2.05M as of Q1 2026.
  • Financial Network Wealth Management bought 37 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $829.
  • Nuveen ESG US Aggregate Bond ETF made up 0.65% of Financial Network Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Financial Network Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • Financial Network Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $3.73M in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.