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
2026 Q2	$584K	Sell	26,374 -9,478	-26%	-$210K	0.02%	337
2026 Q1	$796K	Sell	35,852 -187	-0.5%	-$4.19K	0.03%	263
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 $1.89T 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

SageView Advisory Group's NUBD Position: Q2 2026 in Review

SageView Advisory Group reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 26% in Q2 2026, selling an estimated $210K and leaving 26,374 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #337.

SageView Advisory Group first reported a position in NUBD in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.43M in Q3 2024. 124 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

SageView Advisory Group held 26,374 shares of Nuveen ESG US Aggregate Bond ETF worth $584K as of Q2 2026.
SageView Advisory Group sold 9,478 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $210K.
Nuveen ESG US Aggregate Bond ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #337 holding.
SageView Advisory Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Nuveen ESG US Aggregate Bond ETF position peaked at $2.43M in Q3 2024.
124 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.