Natural Investments’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Natural Investments’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	$338K	Hold	15,300	–	–	0.07%	212
2026 Q1	$339K	Sell	15,300 -607	-4%	-$13.6K	0.08%	204
2025 Q4	$355K	Buy	+15,907	New	+$357K	0.09%	201
2025 Q3	–	Sell	-20,485	Closed	-$455K	–	273
2025 Q2	$455K	Sell	20,485 -4,969	-20%	-$109K	0.12%	151
2025 Q1	$564K	Sell	25,454 -287	-1%	-$6.29K	0.16%	124
2024 Q4	$560K	Buy	+25,741	New	+$569K	0.16%	130

Other funds holding NUBD

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

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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Natural Investments's NUBD Position: Q2 2026 in Review

Natural Investments held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 15,300 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #212.

Natural Investments first reported a position in NUBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $564K in Q1 2025. 71 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Natural Investments held 15,300 shares of Nuveen ESG US Aggregate Bond ETF worth $338K as of Q2 2026.
Natural Investments left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
Nuveen ESG US Aggregate Bond ETF made up 0.07% of Natural Investments's portfolio in Q2 2026, its #212 holding.
Natural Investments first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Natural Investments's Nuveen ESG US Aggregate Bond ETF position peaked at $564K in Q1 2025.
71 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.