Retirement Capital Strategies’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Retirement Capital Strategies’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	$2.78M	Buy	125,122 +3,617	+3%	+$81K	1.05%	25
2025 Q4	$2.72M	Buy	121,505 +14,059	+13%	+$316K	1.01%	27
2025 Q3	$2.41M	Sell	107,446 -1,180	-1%	-$26.2K	0.93%	30
2025 Q2	$2.42M	Buy	108,626 +18,753	+21%	+$412K	0.96%	29
2025 Q1	$1.99M	Buy	89,873 +70,198	+357%	+$1.54M	0.78%	31
2024 Q4	$429K	Sell	19,675 -86,713	-82%	-$1.92M	0.16%	62
2024 Q3	$2.42M	Buy	+106,388	New	+$2.38M	0.95%	25
2022 Q3	–	Sell	-40,465	Closed	-$926K	–	62
2022 Q2	$926K	Buy	+40,465	New	+$936K	0.42%	29
2019 Q1	–	Sell	-14,769	Closed	-$358K	–	51
2018 Q4	$358K	Sell	14,769 -42,737	-74%	-$1.02M	0.2%	36
2018 Q3	$1.39M	Buy	57,506 +32,194	+127%	+$780K	0.68%	13
2018 Q2	$615K	Buy	+25,312	New	+$613K	0.32%	17

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 $777M AUM 13.71% 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 $7.29B AUM 16.22% 1-Year Est. Return

Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

Retirement Capital Strategies's NUBD Position: Q1 2026 in Review

Retirement Capital Strategies increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 3% in Q1 2026, buying an estimated $81K and bringing the position to 125,122 shares worth $2.78M. The position accounts for 1.05% of the portfolio, ranked #25.

Retirement Capital Strategies first reported a position in NUBD in Q2 2018 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Retirement Capital Strategies held 125,122 shares of Nuveen ESG US Aggregate Bond ETF worth $2.78M as of Q1 2026.
Retirement Capital Strategies bought 3,617 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $81K.
Nuveen ESG US Aggregate Bond ETF made up 1.05% of Retirement Capital Strategies's portfolio in Q1 2026, its #25 holding.
Retirement Capital Strategies first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2018 and has held it in 11 quarters since.
126 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.