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NewEdge Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

NewEdge Advisors’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 		$979K Buy
44,251
+12,298
+38% +$272K ﹤0.01% 1683
2026
Q1 		$710K Buy
31,953
+5,424
+20% +$121K ﹤0.01% 1723
2025
Q4 		$593K Buy
+26,529
New +$596K ﹤0.01% 1848
2024
Q4 		– Sell
-1,000
Closed -$22.7K – 3982
2024
Q3 		$22.7K Hold
1,000
– – ﹤0.01% 2683
2024
Q2 		$21.8K Hold
1,000
– – ﹤0.01% 2597
2024
Q1 		$22K Hold
1,000
– – ﹤0.01% 2600
2023
Q4 		$22.3K Buy
+1,000
New +$21.3K ﹤0.01% 2533

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

NewEdge Advisors's NUBD Position: Q2 2026 in Review

NewEdge Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 38% in Q2 2026, buying an estimated $272K and bringing the position to 44,251 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

NewEdge Advisors first reported a position in NUBD in Q4 2023 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • NewEdge Advisors held 44,251 shares of Nuveen ESG US Aggregate Bond ETF worth $979K as of Q2 2026.
  • NewEdge Advisors bought 12,298 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $272K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1683 holding.
  • NewEdge Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.