Sax Wealth Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Sax Wealth Advisors’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 Q3	$1.31M	Buy	+62,059	New	+$1.35M	0.04%	260

Other funds holding NUBD

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Sax Wealth Advisors's NUBD Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Nuveen ESG US Aggregate Bond ETF (NUBD) in Q3 2026: 62,059 shares worth $1.31M. The stake represents 0.04% of the portfolio and ranks #260 among its holdings.

15 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

Sax Wealth Advisors held 62,059 shares of Nuveen ESG US Aggregate Bond ETF worth $1.31M as of Q3 2026.
Nuveen ESG US Aggregate Bond ETF was a new Sax Wealth Advisors position in Q3 2026.
Nuveen ESG US Aggregate Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #260 holding.
15 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.