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

Rossby 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	$145K	Sell	6,550 -12	-0.2%	-$266	0.03%	464
2026 Q1	$145K	Sell	6,562 -822	-11%	-$18.4K	0.03%	454
2025 Q4	$165K	Sell	7,384 -153	-2%	-$3.44K	0.05%	312
2025 Q3	$169K	Buy	7,537 +390	+5%	+$8.67K	0.06%	308
2025 Q2	$159K	Sell	7,147 -2,907	-29%	-$63.9K	0.06%	292
2025 Q1	$222K	Buy	10,054 +277	+3%	+$6.07K	0.09%	204
2024 Q4	$213K	Buy	+9,777	New	+$216K	0.13%	178

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

Rossby Financial's NUBD Position: Q2 2026 in Review

Rossby Financial reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.18% in Q2 2026, selling an estimated $266 and leaving 6,550 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #464.

Rossby Financial first reported a position in NUBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $222K in Q1 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Rossby Financial held 6,550 shares of Nuveen ESG US Aggregate Bond ETF worth $145K as of Q2 2026.
Rossby Financial sold 12 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $266.
Nuveen ESG US Aggregate Bond ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #464 holding.
Rossby Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rossby Financial's Nuveen ESG US Aggregate Bond ETF position peaked at $222K in Q1 2025.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.