SageView Advisory Group’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

SageView Advisory Group’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
2025 Q4	$806K	Sell	36,039 -195	-0.5%	-$4.38K	0.03%	279
2025 Q3	$814K	Buy	36,234 +149	+0.4%	+$3.31K	0.03%	290
2025 Q2	$795K	Sell	36,085 -1,012	-3%	-$22.2K	0.03%	275
2025 Q1	$823K	Sell	37,097 -70,257	-65%	-$1.54M	0.04%	255
2024 Q4	$2.34M	Buy	107,354 +383	+0.4%	+$8.46K	0.1%	111
2024 Q3	$2.43M	Buy	+106,971	New	+$2.39M	0.12%	99
2024 Q2	–	Hold	0	–	–	–	110
2023 Q4	–	Sell	-96,373	Closed	-$2.06M	–	111
2023 Q3	$2.03M	Buy	96,373 +3,931	+4%	+$84.9K	0.12%	108
2023 Q2	$2.03M	Sell	92,442 -2,680	-3%	-$59.4K	0.11%	117
2023 Q1	$2.13M	Buy	95,122 +5,178	+6%	+$115K	0.14%	107
2022 Q4	$1.96M	Buy	+89,944	New	+$1.95M	0.16%	101

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

SageView Advisory Group's NUBD Position: Q4 2025 in Review

SageView Advisory Group reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.54% in Q4 2025, selling an estimated $4.38K and leaving 36,039 shares worth $806K. The position accounts for 0.03% of the portfolio, ranked #279.

SageView Advisory Group first reported a position in NUBD in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.43M in Q3 2024. 125 funds tracked by Wall St. Rank hold NUBD as of Q4 2025.

SageView Advisory Group held 36,039 shares of Nuveen ESG US Aggregate Bond ETF worth $806K as of Q4 2025.
SageView Advisory Group sold 195 Nuveen ESG US Aggregate Bond ETF shares in Q4 2025, an estimated $4.38K.
Nuveen ESG US Aggregate Bond ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #279 holding.
SageView Advisory Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Nuveen ESG US Aggregate Bond ETF position peaked at $2.43M in Q3 2024.
125 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.