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

JGP 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
2026
Q3 		$589K Buy
27,825
+10,244
+58% +$223K 0.05% 148
2026
Q2 		$389K Buy
17,581
+2,435
+16% +$53.9K 0.03% 169
2026
Q1 		$336K Buy
15,146
+348
+2% +$7.79K 0.04% 170
2025
Q4 		$331K Buy
+14,798
New +$333K 0.03% 179

Other funds holding NUBD

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

JGP Wealth Management's NUBD Position: Q3 2026 in Review

JGP Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 58% in Q3 2026, buying an estimated $223K and bringing the position to 27,825 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #148.

JGP Wealth Management first reported a position in NUBD in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

  • JGP Wealth Management held 27,825 shares of Nuveen ESG US Aggregate Bond ETF worth $589K as of Q3 2026.
  • JGP Wealth Management bought 10,244 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $223K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.05% of JGP Wealth Management's portfolio in Q3 2026, its #148 holding.
  • JGP Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.