Lifelong Wealth Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Lifelong Wealth Advisors’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	$386K	Sell	17,438 -842	-5%	-$18.6K	0.09%	73
2026 Q1	$406K	Sell	18,280 -818	-4%	-$18.3K	0.11%	62
2025 Q4	$427K	Hold	19,098	–	–	0.11%	56
2025 Q3	$429K	Hold	19,098	–	–	0.13%	50
2025 Q2	$425K	Buy	19,098 +573	+3%	+$12.6K	0.14%	48
2025 Q1	$411K	Sell	18,525 -282	-1%	-$6.18K	0.19%	42
2024 Q4	$410K	Buy	+18,807	New	+$415K	0.18%	40

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Lifelong Wealth Advisors's NUBD Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 4.6% in Q2 2026, selling an estimated $18.6K and leaving 17,438 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #73.

Lifelong Wealth Advisors first reported a position in NUBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q3 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Lifelong Wealth Advisors held 17,438 shares of Nuveen ESG US Aggregate Bond ETF worth $386K as of Q2 2026.
Lifelong Wealth Advisors sold 842 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $18.6K.
Nuveen ESG US Aggregate Bond ETF made up 0.09% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Lifelong Wealth Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $429K in Q3 2025.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.