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

IHT 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	–	Sell	-14,652	Closed	-$326K	–	1210
2025 Q2	$326K	Hold	14,652	–	–	0.01%	849
2025 Q1	$325K	Sell	14,652 -3,821	-21%	-$83.7K	0.01%	830
2024 Q4	$402K	Sell	18,473 -17,660	-49%	-$390K	0.01%	752
2024 Q3	$820K	Buy	36,133 +17,660	+96%	+$395K	0.02%	560
2024 Q2	$403K	Sell	18,473 -913	-5%	-$19.8K	0.02%	700
2024 Q1	$426K	Buy	+19,386	New	+$426K	0.02%	688

Other funds holding NUBD

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 New York $544B AUM 28.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

IHT Wealth Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2025, closing a stake of 14,652 shares — an estimated $326K sold.

IHT Wealth Management first reported a position in NUBD in Q1 2024 and held it in 6 quarters. The position peaked at $820K in Q3 2024. 112 funds tracked by Wall St. Rank hold NUBD as of Q3 2025.

IHT Wealth Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
IHT Wealth Management sold 14,652 Nuveen ESG US Aggregate Bond ETF shares in Q3 2025, an estimated $326K.
IHT Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2024 and held it in 6 quarters.
IHT Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $820K in Q3 2024.
112 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.