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

Silver Oak 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
Q1 		$2.27M Sell
102,162
-2,147
-2% -$48.1K 0.98% 17
2025
Q4 		$2.33M Sell
104,309
-2,878
-3% -$64.7K 1.05% 15
2025
Q3 		$2.41M Sell
107,187
-11,675
-10% -$260K 1.09% 17
2025
Q2 		$2.65M Sell
118,862
-727
-0.6% -$16K 1.28% 15
2025
Q1 		$2.65M Sell
119,589
-6,593
-5% -$145K 1.41% 13
2024
Q4 		$2.75M Buy
126,182
+27
+0% +$596 1.45% 13
2024
Q3 		$2.86M Buy
126,155
+26,437
+27% +$592K 1.47% 13
2024
Q2 		$2.17M Buy
99,718
+1,853
+2% +$40.1K 1.21% 14
2024
Q1 		$2.15M Sell
97,865
-3,125
-3% -$68.6K 1.21% 15
2023
Q4 		$2.25M Buy
100,990
+13,631
+16% +$291K 1.32% 13
2023
Q3 		$1.84M Buy
87,359
+50,286
+136% +$1.09M 1.19% 14
2023
Q2 		$815K Buy
37,073
+326
+0.9% +$7.23K 0.53% 23
2023
Q1 		$821K Buy
36,747
+765
+2% +$16.9K 0.55% 22
2022
Q4 		$783K Buy
35,982
+12,669
+54% +$275K 0.55% 23
2022
Q3 		$505K Sell
23,313
-12,643
-35% -$287K 0.38% 29
2022
Q2 		$822K Buy
35,956
+14,751
+70% +$341K 0.58% 23
2022
Q1 		$511K Buy
+21,205
New +$525K 0.33% 30

Other funds holding NUBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

Silver Oak Advisory Group's NUBD Position: Q1 2026 in Review

Silver Oak Advisory Group reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 2.1% in Q1 2026, selling an estimated $48.1K and leaving 102,162 shares worth $2.27M. The position accounts for 0.98% of the portfolio, ranked #17.

Silver Oak Advisory Group first reported a position in NUBD in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.86M in Q3 2024. 126 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

  • Silver Oak Advisory Group held 102,162 shares of Nuveen ESG US Aggregate Bond ETF worth $2.27M as of Q1 2026.
  • Silver Oak Advisory Group sold 2,147 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $48.1K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.98% of Silver Oak Advisory Group's portfolio in Q1 2026, its #17 holding.
  • Silver Oak Advisory Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Advisory Group's Nuveen ESG US Aggregate Bond ETF position peaked at $2.86M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.