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Koss-Olinger Consulting’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Koss-Olinger Consulting’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 		$6.69M Buy
302,281
+19,859
+7% +$440K 0.52% 18
2026
Q1 		$6.27M Buy
282,422
+38,204
+16% +$856K 0.53% 26
2025
Q4 		$5.46M Sell
244,218
-31,061
-11% -$698K 0.42% 29
2025
Q3 		$6.13M Hold
275,279
– – 0.51% 29
2025
Q2 		$6.13M Sell
275,279
-106,551
-28% -$2.34M 0.5% 30
2025
Q1 		$8.47M Buy
381,830
+4,514
+1% +$98.9K 0.71% 25
2024
Q4 		$8.22M Buy
377,316
+3,400
+0.9% +$75.1K 0.72% 26
2024
Q3 		$8.49M Buy
373,916
+3,055
+0.8% +$68.4K 0.74% 25
2024
Q2 		$8.09M Buy
+370,861
New +$8.03M 0.75% 24
2024
Q1 		– Sell
-304,557
Closed -$6.78M – 216
2023
Q4 		$6.78M Buy
304,557
+51,072
+20% +$1.09M 0.67% 24
2023
Q3 		$5.35M Buy
253,485
+99,292
+64% +$2.14M 0.79% 23
2023
Q2 		$3.39M Buy
154,193
+11,419
+8% +$253K 0.39% 29
2023
Q1 		$3.19M Buy
142,774
+655
+0.5% +$14.5K 0.4% 29
2022
Q4 		$3.09M Sell
142,119
-5,816
-4% -$126K 0.45% 27
2022
Q3 		$3.2M Buy
147,935
+3,699
+3% +$84.1K 0.54% 20
2022
Q2 		$3.3M Buy
144,236
+42,622
+42% +$986K 0.6% 17
2022
Q1 		$2.45M Buy
101,614
+51,313
+102% +$1.27M 0.39% 22
2021
Q4 		$1.29M Buy
50,301
+14,935
+42% +$385K 0.2% 37
2021
Q3 		$915K Buy
35,366
+14,777
+72% +$387K 0.15% 63
2021
Q2 		$537K Buy
20,589
+6,036
+41% +$157K 0.08% 128
2021
Q1 		$376K Buy
+14,553
New +$383K 0.06% 157

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

Koss-Olinger Consulting's NUBD Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 7% in Q2 2026, buying an estimated $440K and bringing the position to 302,281 shares worth $6.69M. The position accounts for 0.52% of the portfolio, ranked #18.

Koss-Olinger Consulting first reported a position in NUBD in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.49M in Q3 2024. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Koss-Olinger Consulting held 302,281 shares of Nuveen ESG US Aggregate Bond ETF worth $6.69M as of Q2 2026.
  • Koss-Olinger Consulting bought 19,859 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $440K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.52% of Koss-Olinger Consulting's portfolio in Q2 2026, its #18 holding.
  • Koss-Olinger Consulting first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's Nuveen ESG US Aggregate Bond ETF position peaked at $8.49M in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.