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MAI Capital Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-682
Closed -$15.1K – 3810
2026
Q1 		$15.1K Hold
682
– – ﹤0.01% 2938
2025
Q4 		$15.2K Buy
682
+69
+11% +$1.55K ﹤0.01% 2656
2025
Q3 		$13.8K Hold
613
– – ﹤0.01% 2593
2025
Q2 		$13.6K Hold
613
– – ﹤0.01% 2563
2025
Q1 		$13.6K Buy
613
+67
+12% +$1.47K ﹤0.01% 2351
2024
Q4 		$11.9K Buy
+546
New +$12.1K ﹤0.01% 2443

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

MAI Capital Management's NUBD Position: Q2 2026 in Review

MAI Capital Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2026, closing a stake of 682 shares — an estimated $15.1K sold.

MAI Capital Management first reported a position in NUBD in Q4 2024 and held it in 6 quarters. The position peaked at $15.2K in Q4 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • MAI Capital Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 682 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $15.1K.
  • MAI Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Nuveen ESG US Aggregate Bond ETF position peaked at $15.2K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.