KAS
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Kestra Advisory Services’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-3,714
Closed -$83K – 3977
2025
Q4 		$83K Buy
+3,714
New +$83.5K ﹤0.01% 3576
2024
Q3 		– Sell
-16,369
Closed -$357K – 2684
2024
Q2 		$357K Buy
+16,369
New +$354K ﹤0.01% 2015
2022
Q4 		– Sell
-11,009
Closed -$238K – 2311
2022
Q3 		$238K Buy
11,009
+60
+0.5% +$1.36K ﹤0.01% 1745
2022
Q2 		$250K Buy
10,949
+914
+9% +$21.1K ﹤0.01% 1746
2022
Q1 		$242K Buy
10,035
+867
+9% +$21.5K ﹤0.01% 1724
2021
Q4 		$235K Sell
9,168
-2,232
-20% -$57.5K ﹤0.01% 1779
2021
Q3 		$295K Buy
+11,400
New +$298K ﹤0.01% 1682

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $7.28B AUM 16.22% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return