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Lloyd Advisory Services’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Lloyd 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
Q2 		– Sell
-1,748
Closed -$38.8K – 875
2026
Q1 		$38.8K Buy
+1,748
New +$39.1K 0.01% 298

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Envestnet Asset Management
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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

Lloyd Advisory Services's NUBD Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2026, closing a stake of 1,748 shares — an estimated $38.8K sold.

Lloyd Advisory Services first reported a position in NUBD in Q1 2026 and held it in 1 quarter. The position peaked at $38.8K in Q1 2026. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,748 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $38.8K.
  • Lloyd Advisory Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Nuveen ESG US Aggregate Bond ETF position peaked at $38.8K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.