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Gerber Kawasaki Wealth & Investment Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$535K Buy
24,170
+1,642
+7% +$36.3K 0.01% 229
2026
Q1 		$500K Buy
22,528
+317
+1% +$7.1K 0.02% 217
2025
Q4 		$497K Buy
22,211
+4,973
+29% +$112K 0.02% 222
2025
Q3 		$387K Buy
17,238
+2,194
+15% +$48.8K 0.01% 245
2025
Q2 		$335K Sell
15,044
-2,026
-12% -$44.5K 0.01% 243
2025
Q1 		$379K Buy
17,070
+1,527
+10% +$33.5K 0.02% 215
2024
Q4 		$339K Sell
15,543
-831
-5% -$18.4K 0.01% 220
2024
Q3 		$372K Sell
16,374
-1,299
-7% -$29.1K 0.02% 211
2024
Q2 		$386K Buy
+17,673
New +$383K 0.02% 197

Other funds holding NUBD

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
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
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NUBD Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 7.3% in Q2 2026, buying an estimated $36.3K and bringing the position to 24,170 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #229.

Gerber Kawasaki Wealth & Investment Management first reported a position in NUBD in Q2 2024 and has held it in 9 quarters since. 74 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 24,170 shares of Nuveen ESG US Aggregate Bond ETF worth $535K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 1,642 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $36.3K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #229 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 74 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.