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

IAG Wealth 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
2026
Q2 		$119K Sell
5,380
-659
-11% -$14.6K 0.01% 159
2026
Q1 		$134K Hold
6,039
– – 0.02% 148
2025
Q4 		$135K Buy
6,039
+1,023
+20% +$23K 0.02% 138
2025
Q3 		$113K Hold
5,016
– – 0.01% 152
2025
Q2 		$112K Buy
5,016
+1,700
+51% +$37.3K 0.01% 140
2025
Q1 		$73.6K Hold
3,316
– – 0.01% 167
2024
Q4 		$72.2K Hold
3,316
– – 0.01% 168
2024
Q3 		$75.3K Hold
3,316
– – 0.01% 157
2024
Q2 		$72.4K Buy
3,316
+517
+18% +$11.2K 0.01% 151
2024
Q1 		$61.5K Hold
2,799
– – 0.01% 151
2023
Q4 		$62.3K Sell
2,799
-730
-21% -$15.6K 0.01% 140
2023
Q3 		$74.5K Buy
3,529
+611
+21% +$13.2K 0.02% 121
2023
Q2 		$64.2K Hold
2,918
– – 0.02% 144
2023
Q1 		$65.2K Buy
2,918
+447
+18% +$9.9K 0.02% 123
2022
Q4 		$53.8K Sell
2,471
-713
-22% -$15.5K 0.02% 137
2022
Q3 		$69K Sell
3,184
-202
-6% -$4.59K 0.02% 103
2022
Q2 		$77K Buy
3,386
+1,628
+93% +$37.6K 0.03% 100
2022
Q1 		$42K Buy
1,758
+840
+92% +$20.8K 0.01% 155
2021
Q4 		$24K Hold
918
– – 0.01% 206
2021
Q3 		$24K Hold
918
– – 0.01% 184
2021
Q2 		$24K Buy
918
+154
+20% +$3.99K 0.01% 177
2021
Q1 		$20K Hold
764
– – 0.01% 183
2020
Q4 		$21K Hold
764
– – 0.01% 159
2020
Q3 		$21K Sell
764
-74
-9% -$2.01K 0.01% 157
2020
Q2 		$23K Sell
838
-604
-42% -$16.2K 0.01% 150
2020
Q1 		$39K Sell
1,442
-826
-36% -$21.5K 0.03% 104
2019
Q4 		$58K Buy
+2,268
New +$58.2K 0.04% 97

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

IAG Wealth Partners reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 11% in Q2 2026, selling an estimated $14.6K and leaving 5,380 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #159.

IAG Wealth Partners first reported a position in NUBD in Q4 2019 and has held it in 27 quarters since. The position peaked at $135K in Q4 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • IAG Wealth Partners held 5,380 shares of Nuveen ESG US Aggregate Bond ETF worth $119K as of Q2 2026.
  • IAG Wealth Partners sold 659 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $14.6K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • IAG Wealth Partners first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Nuveen ESG US Aggregate Bond ETF position peaked at $135K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.