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Gitterman Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Gitterman 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
2025
Q3 		$825K Buy
36,753
+2,532
+7% +$56.3K 0.19% 34
2025
Q2 		$762K Sell
34,221
-483
-1% -$10.6K 0.18% 25
2025
Q1 		$770K Buy
34,704
+4,241
+14% +$93K 0.2% 23
2024
Q4 		$663K Buy
30,463
+110
+0.4% +$2.43K 0.28% 26
2024
Q3 		$689K Buy
30,353
+40
+0.1% +$895 0.29% 23
2024
Q2 		$661K Sell
30,313
-1,302
-4% -$28.2K 0.25% 19
2024
Q1 		$695K Sell
31,615
-27,618
-47% -$606K 0.27% 18
2023
Q4 		$1.32M Buy
59,233
+320
+0.5% +$6.83K 0.59% 11
2023
Q3 		$1.24M Buy
58,913
+2,024
+4% +$43.7K 0.59% 11
2023
Q2 		$1.25M Buy
56,889
+3,895
+7% +$86.3K 0.58% 10
2023
Q1 		$1.18M Buy
52,994
+6,227
+13% +$138K 0.56% 10
2022
Q4 		$1.02M Sell
46,767
-4,154
-8% -$90.3K 0.51% 14
2022
Q3 		$1.1M Buy
50,921
+22,885
+82% +$520K 1.14% 11
2022
Q2 		$641K Buy
28,036
+185
+0.7% +$4.28K 0.6% 20
2022
Q1 		$672K Buy
27,851
+1,690
+6% +$41.8K 0.54% 22
2021
Q4 		$672K Buy
26,161
+4,042
+18% +$104K 0.5% 27
2021
Q3 		$572K Buy
22,119
+3,978
+22% +$104K 0.46% 26
2021
Q2 		$473K Buy
+18,141
New +$470K 0.38% 30

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Gitterman Wealth Management's NUBD Position: Q3 2025 in Review

Gitterman Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 7.4% in Q3 2025, buying an estimated $56.3K and bringing the position to 36,753 shares worth $825K. The position accounts for 0.19% of the portfolio, ranked #34.

Gitterman Wealth Management first reported a position in NUBD in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2023. 112 funds tracked by Wall St. Rank hold NUBD as of Q3 2025.

  • Gitterman Wealth Management held 36,753 shares of Nuveen ESG US Aggregate Bond ETF worth $825K as of Q3 2025.
  • Gitterman Wealth Management bought 2,532 Nuveen ESG US Aggregate Bond ETF shares in Q3 2025, an estimated $56.3K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.19% of Gitterman Wealth Management's portfolio in Q3 2025, its #34 holding.
  • Gitterman Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Gitterman Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $1.32M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.