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 Q2	$4.09M	Sell	184,954 -19,111	-9%	-$423K	0.06%	267
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 $1.89T AUM 35.08% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Perigon Wealth Management's NUBD Position: Q2 2026 in Review

Perigon Wealth Management reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 9.4% in Q2 2026, selling an estimated $423K and leaving 184,954 shares worth $4.09M. The position accounts for 0.06% of the portfolio, ranked #267.

Perigon Wealth Management first reported a position in NUBD in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.53M in Q1 2026. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Perigon Wealth Management held 184,954 shares of Nuveen ESG US Aggregate Bond ETF worth $4.09M as of Q2 2026.
Perigon Wealth Management sold 19,111 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $423K.
Nuveen ESG US Aggregate Bond ETF made up 0.06% of Perigon Wealth Management's portfolio in Q2 2026, its #267 holding.
Perigon Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and has held it in 9 quarters since.
Perigon Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $4.53M in Q1 2026.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.