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

Mission 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
2026
Q2 		$710K Buy
32,062
+5,780
+22% +$128K 0.01% 574
2026
Q1 		$584K Buy
26,282
+1,770
+7% +$39.6K 0.01% 446
2025
Q4 		$548K Buy
24,512
+4,978
+25% +$112K 0.01% 471
2025
Q3 		$439K Sell
19,534
-2,327
-11% -$51.8K 0.01% 517
2025
Q2 		$487K Sell
21,861
-10,821
-33% -$238K 0.01% 482
2025
Q1 		$725K Sell
32,682
-8,900
-21% -$195K 0.02% 370
2024
Q4 		$906K Sell
41,582
-776
-2% -$17.1K 0.02% 311
2024
Q3 		$962K Sell
42,358
-2,434
-5% -$54.5K 0.02% 301
2024
Q2 		$977K Buy
44,792
+2,545
+6% +$55.1K 0.03% 274
2024
Q1 		$928K Buy
42,247
+4,428
+12% +$97.2K 0.02% 305
2023
Q4 		$842K Buy
37,819
+2,758
+8% +$58.9K 0.03% 275
2023
Q3 		$740K Buy
35,061
+4,059
+13% +$87.6K 0.03% 273
2023
Q2 		$682K Buy
31,002
+318
+1% +$7.05K 0.03% 290
2023
Q1 		$686K Buy
30,684
+1,098
+4% +$24.3K 0.03% 285
2022
Q4 		$644K Buy
29,586
+155
+0.5% +$3.37K 0.03% 274
2022
Q3 		$637K Sell
29,431
-545
-2% -$12.4K 0.03% 259
2022
Q2 		$686K Buy
29,976
+215
+0.7% +$4.97K 0.04% 253
2022
Q1 		$718K Buy
29,761
+1,382
+5% +$34.2K 0.03% 254
2021
Q4 		$729K Buy
28,379
+3,042
+12% +$78.4K 0.03% 238
2021
Q3 		$656K Sell
25,337
-218,001
-90% -$5.7M 0.03% 244
2021
Q2 		$6.35M Buy
243,338
+23,230
+11% +$602K 0.34% 45
2021
Q1 		$5.68M Buy
220,108
+52,834
+32% +$1.39M 0.33% 45
2020
Q4 		$4.48M Buy
167,274
+31,535
+23% +$846K 0.28% 50
2020
Q3 		$3.66M Buy
135,739
+37,281
+38% +$1.01M 0.27% 50
2020
Q2 		$2.66M Buy
98,458
+5,731
+6% +$154K 0.23% 57
2020
Q1 		$2.46M Buy
92,727
+21,702
+31% +$564K 0.27% 52
2019
Q4 		$1.81M Buy
71,025
+23,174
+48% +$595K 0.17% 79
2019
Q3 		$1.23M Buy
47,851
+5,598
+13% +$143K 0.13% 90
2019
Q2 		$1.07M Buy
42,253
+15,610
+59% +$389K 0.12% 92
2019
Q1 		$662K Buy
26,643
+18,222
+216% +$445K 0.08% 135
2018
Q4 		$204K Buy
+8,421
New +$202K 0.03% 263

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

Mission Wealth Management's NUBD Position: Q2 2026 in Review

Mission Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 22% in Q2 2026, buying an estimated $128K and bringing the position to 32,062 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #574.

Mission Wealth Management first reported a position in NUBD in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.35M in Q2 2021. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Mission Wealth Management held 32,062 shares of Nuveen ESG US Aggregate Bond ETF worth $710K as of Q2 2026.
  • Mission Wealth Management bought 5,780 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $128K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #574 holding.
  • Mission Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Mission Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $6.35M in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.