Raymond James Financial
NUBD icon

Raymond James Financial’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Raymond James Financial’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 		$534K Sell
24,134
-2,335
-9% -$51.7K ﹤0.01% 4465
2026
Q1 		$588K Buy
26,469
+3,692
+16% +$82.7K ﹤0.01% 4239
2025
Q4 		$509K Buy
22,777
+1,496
+7% +$33.6K ﹤0.01% 4255
2025
Q3 		$478K Sell
21,281
-89
-0.4% -$1.98K ﹤0.01% 4143
2025
Q2 		$476K Sell
21,370
-20,473
-49% -$450K ﹤0.01% 4038
2025
Q1 		$928K Buy
41,843
+1,610
+4% +$35.3K ﹤0.01% 3552
2024
Q4 		$876K Buy
+40,233
New +$889K ﹤0.01% 3544

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

Raymond James Financial's NUBD Position: Q2 2026 in Review

Raymond James Financial reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 8.8% in Q2 2026, selling an estimated $51.7K and leaving 24,134 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #4465.

Raymond James Financial first reported a position in NUBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $928K in Q1 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Raymond James Financial held 24,134 shares of Nuveen ESG US Aggregate Bond ETF worth $534K as of Q2 2026.
  • Raymond James Financial sold 2,335 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $51.7K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4465 holding.
  • Raymond James Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Nuveen ESG US Aggregate Bond ETF position peaked at $928K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.