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Kelman-Lazarov Inc’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Kelman-Lazarov Inc’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 		$707K Buy
31,920
+758
+2% +$16.8K 0.09% 84
2026
Q1 		$692K Buy
31,162
+733
+2% +$16.4K 0.1% 81
2025
Q4 		$680K Buy
30,429
+570
+2% +$12.8K 0.1% 79
2025
Q3 		$670K Sell
29,859
-201
-0.7% -$4.47K 0.1% 76
2025
Q2 		$669K Sell
30,060
-27
-0.1% -$593 0.11% 69
2025
Q1 		$667K Buy
30,087
+103
+0.3% +$2.26K 0.12% 64
2024
Q4 		$653K Buy
29,984
+103
+0.3% +$2.27K 0.12% 64
2024
Q3 		$678K Buy
29,881
+94
+0.3% +$2.1K 0.12% 61
2024
Q2 		$650K Buy
29,787
+617
+2% +$13.4K 0.12% 58
2024
Q1 		$641K Sell
29,170
-278
-0.9% -$6.1K 0.13% 59
2023
Q4 		$656K Buy
29,448
+7,658
+35% +$163K 0.14% 56
2023
Q3 		$460K Buy
21,790
+3,114
+17% +$67.2K 0.11% 66
2023
Q2 		$411K Sell
18,676
-134
-0.7% -$2.97K 0.1% 70
2023
Q1 		$420K Buy
18,810
+1,079
+6% +$23.9K 0.11% 66
2022
Q4 		$386K Sell
17,731
-9,258
-34% -$201K 0.11% 66
2022
Q3 		$584K Sell
26,989
-142
-0.5% -$3.23K 0.2% 46
2022
Q2 		$620K Sell
27,131
-19,462
-42% -$450K 0.21% 43
2022
Q1 		$1.12M Sell
46,593
-1,628
-3% -$40.3K 0.37% 30
2021
Q4 		$1.24M Buy
48,221
+519
+1% +$13.4K 0.4% 30
2021
Q3 		$1.24M Buy
47,702
+7,740
+19% +$203K 0.43% 28
2021
Q2 		$1.04M Buy
39,962
+19,840
+99% +$515K 0.36% 30
2021
Q1 		$520K Buy
+20,122
New +$529K 0.19% 44

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

Kelman-Lazarov Inc's NUBD Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 2.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 31,920 shares worth $707K. The position accounts for 0.09% of the portfolio, ranked #84.

Kelman-Lazarov Inc first reported a position in NUBD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.24M in Q4 2021. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Kelman-Lazarov Inc held 31,920 shares of Nuveen ESG US Aggregate Bond ETF worth $707K as of Q2 2026.
  • Kelman-Lazarov Inc bought 758 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $16.8K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.09% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #84 holding.
  • Kelman-Lazarov Inc first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Kelman-Lazarov Inc's Nuveen ESG US Aggregate Bond ETF position peaked at $1.24M in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.