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 Q2	$1.98M	Sell	89,440 -2,915	-3%	-$64.5K	0.56%	26
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 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Financial Network Wealth Management's NUBD Position: Q2 2026 in Review

Financial Network Wealth Management reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 3.2% in Q2 2026, selling an estimated $64.5K and leaving 89,440 shares worth $1.98M. The position accounts for 0.56% of the portfolio, ranked #26.

Financial Network Wealth Management first reported a position in NUBD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.73M in Q1 2023. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Financial Network Wealth Management held 89,440 shares of Nuveen ESG US Aggregate Bond ETF worth $1.98M as of Q2 2026.
Financial Network Wealth Management sold 2,915 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $64.5K.
Nuveen ESG US Aggregate Bond ETF made up 0.56% of Financial Network Wealth Management's portfolio in Q2 2026, its #26 holding.
Financial Network Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Financial Network Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $3.73M in Q1 2023.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.