Millstone Evans Group’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Millstone Evans 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	$179K	Hold	8,097	–	–	0.1%	164
2026 Q1	$180K	Hold	8,097	–	–	0.11%	153
2025 Q4	$181K	Buy	8,097 +3,708	+84%	+$83.3K	0.11%	156
2025 Q3	$98.6K	Hold	4,389	–	–	0.06%	216
2025 Q2	$97.7K	Hold	4,389	–	–	0.07%	203
2025 Q1	$97.4K	Hold	4,389	–	–	0.07%	200
2024 Q4	$95.6K	Buy	+4,389	New	+$97K	0.07%	201

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

Millstone Evans Group's NUBD Position: Q2 2026 in Review

Millstone Evans Group held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 8,097 shares worth $179K. The position accounts for 0.1% of the portfolio, ranked #164.

Millstone Evans Group first reported a position in NUBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $181K in Q4 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Millstone Evans Group held 8,097 shares of Nuveen ESG US Aggregate Bond ETF worth $179K as of Q2 2026.
Millstone Evans Group left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
Nuveen ESG US Aggregate Bond ETF made up 0.1% of Millstone Evans Group's portfolio in Q2 2026, its #164 holding.
Millstone Evans Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Nuveen ESG US Aggregate Bond ETF position peaked at $181K in Q4 2025.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.