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Novare Capital Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Novare Capital 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
2025
Q3 		– Sell
-12,072
Closed -$269K – 201
2025
Q2 		$269K Buy
+12,072
New +$265K 0.02% 175

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Novare Capital Management's NUBD Position: Q3 2025 in Review

Novare Capital Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2025, closing a stake of 12,072 shares — an estimated $269K sold.

Novare Capital Management first reported a position in NUBD in Q2 2025 and held it in 1 quarter. The position peaked at $269K in Q2 2025. 112 funds tracked by Wall St. Rank hold NUBD as of Q3 2025.

  • Novare Capital Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Novare Capital Management sold 12,072 Nuveen ESG US Aggregate Bond ETF shares in Q3 2025, an estimated $269K.
  • Novare Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Novare Capital Management's Nuveen ESG US Aggregate Bond ETF position peaked at $269K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2025.

Based on Novare Capital Management's 13F filing for Q3 2025, filed 3 Nov 2025.