Litman Gregory Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$1.44M	Buy	64,224 +16,650	+35%	+$374K	0.11%	71
2025 Q3	$1.07M	Sell	47,574 -7,620	-14%	-$169K	0.08%	78
2025 Q2	$1.23M	Buy	55,194 +144	+0.3%	+$3.16K	0.1%	70
2025 Q1	$1.22M	Buy	55,050 +33,995	+161%	+$745K	0.1%	70
2024 Q4	$459K	Sell	21,055 -2,784	-12%	-$61.5K	0.04%	88
2024 Q3	$541K	Sell	23,839 -20,477	-46%	-$458K	0.05%	83
2024 Q2	$967K	Buy	44,316 +40	+0.1%	+$866	0.09%	71
2024 Q1	$973K	Hold	44,276	–	–	0.09%	73
2023 Q4	$986K	Buy	44,276 +7,285	+20%	+$155K	0.09%	72
2023 Q3	$781K	Buy	36,991 +62	+0.2%	+$1.34K	0.08%	74
2023 Q2	$812K	Buy	+36,929	New	+$819K	0.1%	48
2023 Q1	–	Sell	-36,792	Closed	-$801K	–	77
2022 Q4	$801K	Sell	36,792 -19,064	-34%	-$414K	0.11%	48
2022 Q3	$1.21M	Buy	55,856 +2,008	+4%	+$45.7K	0.19%	35
2022 Q2	$1.23M	Buy	53,848 +58	+0.1%	+$1.34K	0.18%	43
2022 Q1	$1.3M	Sell	53,790 -355	-0.7%	-$8.79K	0.19%	42
2021 Q4	$1.39M	Sell	54,145 -9,975	-16%	-$257K	0.24%	41
2021 Q3	$1.66M	Buy	64,120 +61,608	+2,453%	+$1.61M	0.31%	37
2021 Q2	$2.51K	Sell	2,512 -91,889	-97%	-$2.38M	0.47%	28
2021 Q1	$2.44M	Buy	94,401 +1,540	+2%	+$40.5K	0.48%	26
2020 Q4	$2.49M	Buy	92,861 +465	+0.5%	+$12.5K	0.46%	28
2020 Q3	$2.49M	Buy	92,396 +29,158	+46%	+$791K	0.51%	24
2020 Q2	$1.71M	Buy	63,238 +14,062	+29%	+$377K	0.38%	29
2020 Q1	$1.3M	Buy	49,176 +3,261	+7%	+$84.8K	0.33%	30
2019 Q4	$1.17M	Buy	45,915 +10,791	+31%	+$277K	0.26%	31
2019 Q3	$903K	Buy	35,124 +16,168	+85%	+$414K	0.22%	33
2019 Q2	$481K	Buy	18,956 +18,541	+4,468%	+$462K	0.13%	39
2019 Q1	$10K	Hold	415	–	–	﹤0.01%	107
2018 Q4	$10K	Buy	+415	New	+$9.94K	﹤0.01%	114

Other funds holding NUBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Litman Gregory Wealth Management's NUBD Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 35% in Q4 2025, buying an estimated $374K and bringing the position to 64,224 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #71.

Litman Gregory Wealth Management first reported a position in NUBD in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.49M in Q3 2020. 125 funds tracked by Wall St. Rank hold NUBD as of Q4 2025.

Litman Gregory Wealth Management held 64,224 shares of Nuveen ESG US Aggregate Bond ETF worth $1.44M as of Q4 2025.
Litman Gregory Wealth Management bought 16,650 Nuveen ESG US Aggregate Bond ETF shares in Q4 2025, an estimated $374K.
Nuveen ESG US Aggregate Bond ETF made up 0.11% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #71 holding.
Litman Gregory Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2018 and has held it in 28 quarters since.
Litman Gregory Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $2.49M in Q3 2020.
125 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.