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 Q3	$189K	Buy	8,949 +589	+7%	+$12.8K	0.02%	196
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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

First Pacific Financial's NUBD Position: Q3 2026 in Review

First Pacific Financial increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 7% in Q3 2026, buying an estimated $12.8K and bringing the position to 8,949 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #196.

First Pacific Financial first reported a position in NUBD in Q3 2020 and has held it in 20 quarters since. The position peaked at $27.8M in Q1 2026. 15 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

First Pacific Financial held 8,949 shares of Nuveen ESG US Aggregate Bond ETF worth $189K as of Q3 2026.
First Pacific Financial bought 589 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $12.8K.
Nuveen ESG US Aggregate Bond ETF made up 0.02% of First Pacific Financial's portfolio in Q3 2026, its #196 holding.
First Pacific Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2020 and has held it in 20 quarters since.
First Pacific Financial's Nuveen ESG US Aggregate Bond ETF position peaked at $27.8M in Q1 2026.
15 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.