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Global Retirement Partners’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-968
Closed -$21.7K – 4359
2025
Q3 		$21.7K Sell
968
-3,387
-78% -$75.3K ﹤0.01% 2356
2025
Q2 		$96.9K Buy
+4,355
New +$95.7K ﹤0.01% 1451
2024
Q4 		$94.5K Buy
4,338
+527
+14% +$11.6K ﹤0.01% 1297
2024
Q3 		$86.5K Buy
3,811
+27
+0.7% +$604 ﹤0.01% 1308
2024
Q2 		$82.6K Hold
3,784
– – ﹤0.01% 1291
2024
Q1 		$83.1K Buy
3,784
+112
+3% +$2.46K ﹤0.01% 1166
2023
Q4 		$81K Buy
3,672
+50
+1% +$1.07K ﹤0.01% 1150
2023
Q3 		$75.6K Sell
3,622
-190
-5% -$4.1K ﹤0.01% 1053
2023
Q2 		$83.8K Buy
3,812
+56
+1% +$1.24K ﹤0.01% 1021
2023
Q1 		$84.3K Buy
3,756
+32
+0.9% +$709 ﹤0.01% 995
2022
Q4 		$81.1K Buy
3,724
+41
+1% +$891 0.01% 888
2022
Q3 		$79K Sell
3,683
-120
-3% -$2.73K 0.01% 854
2022
Q2 		$87K Buy
3,803
+24
+0.6% +$555 0.01% 800
2022
Q1 		$88K Buy
+3,779
New +$93.5K 0.01% 803
2021
Q4 		– Sell
-2,434
Closed -$63K – 1260
2021
Q3 		$63K Buy
2,434
+142
+6% +$3.71K 0.01% 777
2021
Q2 		$60K Buy
2,292
+292
+15% +$7.57K 0.01% 785
2021
Q1 		$52K Buy
2,000
+1,642
+459% +$43.2K 0.01% 784
2020
Q4 		$10K Hold
358
– – ﹤0.01% 1266
2020
Q3 		$10K Buy
358
+126
+54% +$3.42K ﹤0.01% 1143
2020
Q2 		$6K Buy
232
+34
+17% +$912 ﹤0.01% 1255
2020
Q1 		$5K Buy
+198
New +$5.15K ﹤0.01% 1234

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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Global Retirement Partners's NUBD Position: Q4 2025 in Review

Global Retirement Partners sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2025, closing a stake of 968 shares — an estimated $21.7K sold.

Global Retirement Partners first reported a position in NUBD in Q1 2020 and held it in 21 quarters. The position peaked at $96.9K in Q2 2025. 125 funds tracked by Wall St. Rank hold NUBD as of Q4 2025.

  • Global Retirement Partners reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 968 Nuveen ESG US Aggregate Bond ETF shares in Q4 2025, an estimated $21.7K.
  • Global Retirement Partners first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2020 and held it in 21 quarters.
  • Global Retirement Partners's Nuveen ESG US Aggregate Bond ETF position peaked at $96.9K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.