IAA
NUBD icon

Independent Advisor Alliance’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-43,711
Closed -$971K – 1441
2026
Q1 		$971K Buy
+43,711
New +$979K 0.01% 845
2025
Q1 		– Sell
-328,483
Closed -$7.15M – 1174
2024
Q4 		$7.15M Buy
+328,483
New +$7.26M 0.09% 206

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

Independent Advisor Alliance's NUBD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2026, closing a stake of 43,711 shares — an estimated $971K sold.

Independent Advisor Alliance first reported a position in NUBD in Q4 2024 and held it in 2 quarters. The position peaked at $7.15M in Q4 2024. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 43,711 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $971K.
  • Independent Advisor Alliance first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Nuveen ESG US Aggregate Bond ETF position peaked at $7.15M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.