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

Sandbox Financial Partners’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
Q3 		– Sell
-17,354
Closed -$386K – 131
2025
Q2 		$386K Sell
17,354
-1,246
-7% -$27.4K 0.12% 79
2025
Q1 		$413K Sell
18,600
-523
-3% -$11.5K 0.15% 72
2024
Q4 		$416K Buy
19,123
+185
+1% +$4.09K 0.14% 72
2024
Q3 		$430K Buy
18,938
+139
+0.7% +$3.11K 0.15% 67
2024
Q2 		$410K Sell
18,799
-827
-4% -$17.9K 0.16% 68
2024
Q1 		$431K Sell
19,626
-1,165
-6% -$25.6K 0.18% 65
2023
Q4 		$463K Sell
20,791
-5,412
-21% -$116K 0.22% 57
2023
Q3 		$553K Sell
26,203
-569
-2% -$12.3K 0.29% 47
2023
Q2 		$589K Sell
26,772
-1,960
-7% -$43.4K 0.31% 45
2023
Q1 		$642K Sell
28,732
-4,884
-15% -$108K 0.39% 38
2022
Q4 		$732K Sell
33,616
-13,185
-28% -$287K 0.51% 31
2022
Q3 		$1.01M Buy
46,801
+6,312
+16% +$144K 0.74% 21
2022
Q2 		$926K Buy
40,489
+187
+0.5% +$4.32K 0.66% 23
2022
Q1 		$972K Sell
40,302
-6,547
-14% -$162K 0.56% 26
2021
Q4 		$1.2M Buy
46,849
+559
+1% +$14.4K 0.76% 23
2021
Q3 		$1.2M Buy
+46,290
New +$1.21M 0.85% 25

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Sandbox Financial Partners's NUBD Position: Q3 2025 in Review

Sandbox Financial Partners sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2025, closing a stake of 17,354 shares — an estimated $386K sold.

Sandbox Financial Partners first reported a position in NUBD in Q3 2021 and held it in 16 quarters. The position peaked at $1.2M in Q4 2021. 112 funds tracked by Wall St. Rank hold NUBD as of Q3 2025.

  • Sandbox Financial Partners reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sandbox Financial Partners sold 17,354 Nuveen ESG US Aggregate Bond ETF shares in Q3 2025, an estimated $386K.
  • Sandbox Financial Partners first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2021 and held it in 16 quarters.
  • Sandbox Financial Partners's Nuveen ESG US Aggregate Bond ETF position peaked at $1.2M in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2025.

Based on Sandbox Financial Partners's 13F filing for Q3 2025, filed 17 Oct 2025.