SGL Investment Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

SGL Investment 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 Q2	$332K	Buy	15,276 +649	+4%	+$14.4K	0.11%	122
2026 Q1	$324K	Buy	14,627 +2,025	+16%	+$45.4K	0.12%	110
2025 Q4	$282K	Buy	12,602 +575	+5%	+$12.9K	0.11%	117
2025 Q3	$270K	Buy	12,027 +1,309	+12%	+$29.1K	0.11%	112
2025 Q2	$236K	Buy	10,718 +834	+8%	+$18.3K	0.11%	114
2025 Q1	$217K	Buy	+9,884	New	+$217K	0.11%	114
2024 Q4	–	Sell	-9,588	Closed	-$210K	–	120
2024 Q3	$210K	Buy	+9,588	New	+$215K	0.11%	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

SGL Investment Advisors's NUBD Position: Q2 2026 in Review

SGL Investment Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 4.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 15,276 shares worth $332K. The position accounts for 0.11% of the portfolio, ranked #122.

SGL Investment Advisors first reported a position in NUBD in Q3 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

SGL Investment Advisors held 15,276 shares of Nuveen ESG US Aggregate Bond ETF worth $332K as of Q2 2026.
SGL Investment Advisors bought 649 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $14.4K.
Nuveen ESG US Aggregate Bond ETF made up 0.11% of SGL Investment Advisors's portfolio in Q2 2026, its #122 holding.
SGL Investment Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.