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

Orion 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
2026
Q2 		$35.4K Hold
1,597
– – 0.01% 314
2026
Q1 		$35.5K Buy
1,597
+1,189
+291% +$26.6K 0.01% 287
2025
Q4 		$9.12K Hold
408
– – ﹤0.01% 395
2025
Q3 		$9.16K Hold
408
– – ﹤0.01% 396
2025
Q2 		$9.08K Hold
408
– – ﹤0.01% 368
2025
Q1 		$9.05K Hold
408
– – ﹤0.01% 364
2024
Q4 		$8.89K Buy
+408
New +$9.01K ﹤0.01% 365
2024
Q3 		– Sell
-408
Closed -$8.9K – 324
2024
Q2 		$8.9K Sell
408
-185
-31% -$4K ﹤0.01% 356
2024
Q1 		$13K Buy
+593
New +$13K 0.01% 365

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

Orion Capital Management's NUBD Position: Q2 2026 in Review

Orion Capital Management held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 1,597 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #314.

Orion Capital Management first reported a position in NUBD in Q1 2024 and has held it in 9 quarters since. The position peaked at $35.5K in Q1 2026. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Orion Capital Management held 1,597 shares of Nuveen ESG US Aggregate Bond ETF worth $35.4K as of Q2 2026.
  • Orion Capital Management left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Nuveen ESG US Aggregate Bond ETF made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #314 holding.
  • Orion Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Orion Capital Management's Nuveen ESG US Aggregate Bond ETF position peaked at $35.5K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.