Perigon Wealth Management
NUBD icon

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
Q3 		$3.79M Sell
178,919
-6,035
-3% -$131K 0.06% 272
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

CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Perigon Wealth Management's NUBD Position: Q3 2026 in Review

Perigon Wealth Management reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 3.3% in Q3 2026, selling an estimated $131K and leaving 178,919 shares worth $3.79M. The position accounts for 0.06% of the portfolio, ranked #272.

Perigon Wealth Management first reported a position in NUBD in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.53M in Q1 2026. 35 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

  • Perigon Wealth Management held 178,919 shares of Nuveen ESG US Aggregate Bond ETF worth $3.79M as of Q3 2026.
  • Perigon Wealth Management sold 6,035 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $131K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #272 holding.
  • Perigon Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and has held it in 10 quarters since.
  • Perigon Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $4.53M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.