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First Pacific Financial’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

First Pacific Financial’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 		$185K Sell
8,360
-1,241,966
-99% -$27.5M 0.02% 180
2026
Q1 		$27.8M Buy
1,250,326
+60,458
+5% +$1.35M 3.58% 8
2025
Q4 		$26.6M Buy
1,189,868
+106,292
+10% +$2.39M 3.47% 8
2025
Q3 		$24.3M Buy
1,083,576
+29,297
+3% +$652K 3.38% 8
2025
Q2 		$23.5M Buy
1,054,279
+6,790
+0.6% +$149K 3.46% 9
2025
Q1 		$23.2M Buy
1,047,489
+31,282
+3% +$686K 4.72% 7
2024
Q4 		$22.1M Buy
1,016,207
+85,338
+9% +$1.89M 5.15% 7
2024
Q3 		$21.1M Buy
930,869
+899,155
+2,835% +$20.1M 4.94% 8
2024
Q2 		$692K Buy
31,714
+275
+0.9% +$5.95K 0.18% 82
2024
Q1 		$691K Buy
31,439
+11,397
+57% +$250K 0.19% 81
2023
Q4 		$446K Buy
20,042
+20,038
+500,950% +$428K 0.14% 95
2023
Q3 		$78 Hold
4
– – ﹤0.01% 247
2023
Q2 		$80 Buy
+4
New +$89 ﹤0.01% 230
2022
Q1 		– Sell
-43,278
Closed -$1.11M – 99
2021
Q4 		$1.11M Buy
43,278
+1,589
+4% +$41K 0.54% 24
2021
Q3 		$1.08M Buy
41,689
+6,068
+17% +$159K 0.57% 21
2021
Q2 		$929K Sell
35,621
-283
-0.8% -$7.34K 0.51% 26
2021
Q1 		$927K Sell
35,904
-21,376
-37% -$562K 0.58% 18
2020
Q4 		$1.53M Sell
57,280
-2,163
-4% -$58K 0.94% 11
2020
Q3 		$1.6M Buy
+59,443
New +$1.61M 1.41% 11

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 22.96% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

First Pacific Financial's NUBD Position: Q2 2026 in Review

First Pacific Financial reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 99% in Q2 2026, selling an estimated $27.5M and leaving 8,360 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #180.

First Pacific Financial first reported a position in NUBD in Q3 2020 and has held it in 19 quarters since. The position peaked at $27.8M in Q1 2026. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • First Pacific Financial held 8,360 shares of Nuveen ESG US Aggregate Bond ETF worth $185K as of Q2 2026.
  • First Pacific Financial sold 1,241,966 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $27.5M.
  • Nuveen ESG US Aggregate Bond ETF made up 0.02% of First Pacific Financial's portfolio in Q2 2026, its #180 holding.
  • First Pacific Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • First Pacific Financial's Nuveen ESG US Aggregate Bond ETF position peaked at $27.8M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.