Focus Partners Wealth
NUBD icon

Focus Partners Wealth’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Focus Partners Wealth’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 		$6.87M Sell
310,210
-5,858
-2% -$130K 0.01% 837
2026
Q1 		$7.02M Buy
316,068
+118
+0% +$2.64K 0.01% 829
2025
Q4 		$7.06M Sell
315,950
-77,034
-20% -$1.73M 0.01% 820
2025
Q3 		$8.84M Buy
392,984
+83,887
+27% +$1.87M 0.01% 590
2025
Q2 		$6.88M Buy
309,097
+87,730
+40% +$1.93M 0.01% 582
2025
Q1 		$4.91M Sell
221,367
-87,163
-28% -$1.91M 0.01% 631
2024
Q4 		$6.72M Buy
308,530
+11,914
+4% +$263K 0.02% 548
2024
Q3 		$6.73M Sell
296,616
-824
-0.3% -$18.4K 0.02% 490
2024
Q2 		$6.49M Buy
297,440
+8,958
+3% +$194K 0.02% 453
2024
Q1 		$6.34M Buy
288,482
+17,035
+6% +$374K 0.05% 279
2023
Q4 		$6.04M Buy
+271,447
New +$5.79M 0.08% 210

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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Focus Partners Wealth's NUBD Position: Q2 2026 in Review

Focus Partners Wealth reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 1.9% in Q2 2026, selling an estimated $130K and leaving 310,210 shares worth $6.87M. The position accounts for 0.01% of the portfolio, ranked #837.

Focus Partners Wealth first reported a position in NUBD in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.84M in Q3 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Focus Partners Wealth held 310,210 shares of Nuveen ESG US Aggregate Bond ETF worth $6.87M as of Q2 2026.
  • Focus Partners Wealth sold 5,858 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $130K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #837 holding.
  • Focus Partners Wealth first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Nuveen ESG US Aggregate Bond ETF position peaked at $8.84M in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.