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	–	2683
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Kestra Advisory Services's NUBD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2026, closing a stake of 3,714 shares — an estimated $83K sold.

Kestra Advisory Services first reported a position in NUBD in Q3 2021 and held it in 7 quarters. The position peaked at $357K in Q2 2024. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Kestra Advisory Services reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,714 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $83K.
Kestra Advisory Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2021 and held it in 7 quarters.
Kestra Advisory Services's Nuveen ESG US Aggregate Bond ETF position peaked at $357K in Q2 2024.
128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.