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MJT & Associates Financial Advisory’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

MJT & Associates Financial Advisory’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 		$85.3K Buy
3,852
+712
+23% +$15.8K 0.06% 69
2026
Q1 		$69.7K Hold
3,140
– – 0.05% 71
2025
Q4 		$70.2K Hold
3,140
– – 0.05% 73
2025
Q3 		$70.5K Sell
3,140
-183
-6% -$4.07K 0.06% 71
2025
Q2 		$74K Sell
3,323
-948
-22% -$20.8K 0.09% 82
2025
Q1 		$94.8K Buy
+4,271
New +$93.6K 0.09% 81

Other funds holding NUBD

CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
LWA
Lifelong Wealth Advisors Arden Hills, Minnesota $426M AUM 20.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MJT & Associates Financial Advisory's NUBD Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 23% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,852 shares worth $85.3K. The position accounts for 0.06% of the portfolio, ranked #69.

MJT & Associates Financial Advisory first reported a position in NUBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $94.8K in Q1 2025. 18 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • MJT & Associates Financial Advisory held 3,852 shares of Nuveen ESG US Aggregate Bond ETF worth $85.3K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 712 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $15.8K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.06% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #69 holding.
  • MJT & Associates Financial Advisory first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Nuveen ESG US Aggregate Bond ETF position peaked at $94.8K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.