Silver Oak Advisory Group
NUBD icon

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
Q2 		$2.25M Sell
101,739
-423
-0.4% -$9.36K 0.89% 18
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 		$2.64M 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 		$2.18M 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Westfuller Advisors
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Silver Oak Advisory Group's NUBD Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.41% in Q2 2026, selling an estimated $9.36K and leaving 101,739 shares worth $2.25M. The position accounts for 0.89% of the portfolio, ranked #18.

Silver Oak Advisory Group first reported a position in NUBD in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.86M in Q3 2024. 124 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Silver Oak Advisory Group held 101,739 shares of Nuveen ESG US Aggregate Bond ETF worth $2.25M as of Q2 2026.
  • Silver Oak Advisory Group sold 423 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $9.36K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.89% of Silver Oak Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Silver Oak Advisory Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Advisory Group's Nuveen ESG US Aggregate Bond ETF position peaked at $2.86M in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.