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 Q3	$86.4K	Buy	4,080 +228	+6%	+$4.95K	0.06%	59
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

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

MJT & Associates Financial Advisory's NUBD Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 5.9% in Q3 2026, buying an estimated $4.95K and bringing the position to 4,080 shares worth $86.4K. The position accounts for 0.06% of the portfolio, ranked #59.

MJT & Associates Financial Advisory first reported a position in NUBD in Q1 2025 and has held it in 7 quarters since. The position peaked at $94.8K in Q1 2025. 19 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

MJT & Associates Financial Advisory held 4,080 shares of Nuveen ESG US Aggregate Bond ETF worth $86.4K as of Q3 2026.
MJT & Associates Financial Advisory bought 228 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $4.95K.
Nuveen ESG US Aggregate Bond ETF made up 0.06% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #59 holding.
MJT & Associates Financial Advisory first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's Nuveen ESG US Aggregate Bond ETF position peaked at $94.8K in Q1 2025.
19 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.