Rockefeller Capital Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Rockefeller Capital 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	$1.75M	Sell	78,979 -14,897	-16%	-$334K	﹤0.01%	1367
2025 Q4	$2.1M	Buy	93,876 +16,610	+21%	+$373K	﹤0.01%	1228
2025 Q3	$1.74M	Buy	77,266 +46,511	+151%	+$1.03M	﹤0.01%	1213
2025 Q2	$685K	Buy	30,755 +8,240	+37%	+$181K	﹤0.01%	1455
2025 Q1	$499K	Buy	22,515 +4,315	+24%	+$94.6K	﹤0.01%	1479
2024 Q4	$396K	Buy	+18,200	New	+$402K	﹤0.01%	1532
2022 Q2	–	Sell	-1,850	Closed	-$44K	–	4305
2022 Q1	$44K	Hold	1,850	–	–	﹤0.01%	2353
2021 Q4	$47K	Buy	1,850 +300	+19%	+$7.73K	﹤0.01%	2250
2021 Q3	$40K	Buy	+1,550	New	+$40.6K	﹤0.01%	2242

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

Rockefeller Capital Management's NUBD Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 16% in Q1 2026, selling an estimated $334K and leaving 78,979 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Rockefeller Capital Management first reported a position in NUBD in Q3 2021 and has held it in 9 quarters since. The position peaked at $2.1M in Q4 2025. 126 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Rockefeller Capital Management held 78,979 shares of Nuveen ESG US Aggregate Bond ETF worth $1.75M as of Q1 2026.
Rockefeller Capital Management sold 14,897 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $334K.
Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1367 holding.
Rockefeller Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2021 and has held it in 9 quarters since.
Rockefeller Capital Management's Nuveen ESG US Aggregate Bond ETF position peaked at $2.1M in Q4 2025.
126 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.