Perigon Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Perigon Wealth 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 Q1	$4.53M	Buy	204,065 +21,225	+12%	+$475K	0.08%	229
2025 Q4	$4.09M	Buy	182,840 +48,004	+36%	+$1.08M	0.07%	240
2025 Q3	$3.03M	Buy	134,836 +43,445	+48%	+$966K	0.06%	271
2025 Q2	$2.03M	Buy	91,391 +8,263	+10%	+$182K	0.05%	322
2025 Q1	$1.84M	Sell	83,128 -76,440	-48%	-$1.68M	0.05%	317
2024 Q4	$3.44M	Buy	159,568 +94,610	+146%	+$2.09M	0.08%	217
2024 Q3	$1.47M	Buy	+64,958	New	+$1.45M	0.04%	340
2021 Q1	–	Sell	-1,600	Closed	-$43K	–	849
2020 Q4	$43K	Buy	+1,600	New	+$42.9K	0.01%	795

Other funds holding NUBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $232M AUM 15.82% 1-Year Est. Return

Perigon Wealth Management's NUBD Position: Q1 2026 in Review

Perigon Wealth Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 12% in Q1 2026, buying an estimated $475K and bringing the position to 204,065 shares worth $4.53M. The position accounts for 0.08% of the portfolio, ranked #229.

Perigon Wealth Management first reported a position in NUBD in Q4 2020 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Perigon Wealth Management held 204,065 shares of Nuveen ESG US Aggregate Bond ETF worth $4.53M as of Q1 2026.
Perigon Wealth Management bought 21,225 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $475K.
Nuveen ESG US Aggregate Bond ETF made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #229 holding.
Perigon Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and has held it in 8 quarters since.
126 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.