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Lockerman Financial Group’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Lockerman Financial Group’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 		$239K Sell
10,778
-7,999
-43% -$177K 0.36% 82
2026
Q1 		$417K Sell
18,777
-5,714
-23% -$128K 0.75% 41
2025
Q4 		$547K Buy
24,491
+79
+0.3% +$1.77K 1.05% 26
2025
Q3 		$548K Sell
24,412
-149
-0.6% -$3.31K 0.69% 35
2025
Q2 		$547K Sell
24,561
-2,213
-8% -$48.6K 0.74% 33
2025
Q1 		$594K Sell
26,774
-25,235
-49% -$553K 0.9% 25
2024
Q4 		$1.13M Buy
52,009
+994
+2% +$22K 1.93% 9
2024
Q3 		$1.16M Hold
51,015
– – 1.96% 9
2024
Q2 		$1.11M Sell
51,015
-7,141
-12% -$155K 2.02% 9
2024
Q1 		$1.28M Buy
58,156
+5,687
+11% +$125K 2.44% 6
2023
Q4 		$1.17M Sell
52,469
-533
-1% -$11.4K 2.7% 8
2023
Q3 		$1.12M Sell
53,002
-492
-0.9% -$10.6K 3.01% 7
2023
Q2 		$1.18M Sell
53,494
-6,407
-11% -$142K 3.27% 6
2023
Q1 		$1.34M Sell
59,901
-1,524
-2% -$33.7K 3.69% 4
2022
Q4 		$1.34M Sell
61,425
-3,846
-6% -$83.6K 3.9% 4
2022
Q3 		$1.41M Sell
65,271
-2,366
-3% -$53.8K 4.07% 6
2022
Q2 		$1.54M Sell
67,637
-2,295
-3% -$53.1K 4.92% 4
2022
Q1 		$1.68M Sell
69,932
-8,971
-11% -$222K 4.55% 4
2021
Q4 		$2.03M Buy
+78,903
New +$2.03M 5.3% 4

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

Lockerman Financial Group's NUBD Position: Q2 2026 in Review

Lockerman Financial Group reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 43% in Q2 2026, selling an estimated $177K and leaving 10,778 shares worth $239K. The position accounts for 0.36% of the portfolio, ranked #82.

Lockerman Financial Group first reported a position in NUBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.03M in Q4 2021. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Lockerman Financial Group held 10,778 shares of Nuveen ESG US Aggregate Bond ETF worth $239K as of Q2 2026.
  • Lockerman Financial Group sold 7,999 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $177K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.36% of Lockerman Financial Group's portfolio in Q2 2026, its #82 holding.
  • Lockerman Financial Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Nuveen ESG US Aggregate Bond ETF position peaked at $2.03M in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.