Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Legacy Financial Group (Iowa)’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 		$264K Sell
11,910
-9,003
-43% -$199K 0.03% 113
2026
Q1 		$464K Sell
20,913
-3,202
-13% -$71.7K 0.06% 84
2025
Q4 		$538K Sell
24,115
-4,010
-14% -$90.1K 0.07% 82
2025
Q3 		$632K Sell
28,125
-3,245
-10% -$72.2K 0.08% 75
2025
Q2 		$698K Sell
31,370
-2,284
-7% -$50.2K 0.1% 62
2025
Q1 		$747K Sell
33,654
-2,510
-7% -$55K 0.11% 55
2024
Q4 		$788K Sell
36,164
-1,451
-4% -$32.1K 0.13% 56
2024
Q3 		$854K Buy
37,615
+538
+1% +$12K 0.16% 43
2024
Q2 		$809K Buy
37,077
+820
+2% +$17.7K 0.16% 53
2024
Q1 		$797K Buy
+36,257
New +$796K 0.16% 51
2023
Q4 		– Sell
-35,328
Closed -$745K – 347
2023
Q3 		$745K Buy
35,328
+2,053
+6% +$44.3K 0.18% 50
2023
Q2 		$732K Buy
33,275
+1,042
+3% +$23.1K 0.19% 38
2023
Q1 		$720K Sell
32,233
-29
-0.1% -$642 0.2% 37
2022
Q4 		$702K Buy
32,262
+13,057
+68% +$284K 0.21% 36
2022
Q3 		$416K Buy
+19,205
New +$437K 0.14% 31

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 22.9% 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
Miracle Mile Advisors
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

Legacy Financial Group (Iowa)'s NUBD Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 43% in Q2 2026, selling an estimated $199K and leaving 11,910 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #113.

Legacy Financial Group (Iowa) first reported a position in NUBD in Q3 2022 and has held it in 15 quarters since. The position peaked at $854K in Q3 2024. 124 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Legacy Financial Group (Iowa) held 11,910 shares of Nuveen ESG US Aggregate Bond ETF worth $264K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 9,003 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $199K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #113 holding.
  • Legacy Financial Group (Iowa) first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Iowa)'s Nuveen ESG US Aggregate Bond ETF position peaked at $854K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.