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

Simplicity Wealth’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
Q2 		– Sell
-22,644
Closed -$502K – 642
2025
Q1 		$502K Hold
22,644
– – 0.04% 340
2024
Q4 		$493K Buy
+22,644
New +$500K 0.1% 169

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 $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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Simplicity Wealth's NUBD Position: Q2 2025 in Review

Simplicity Wealth sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2025, closing a stake of 22,644 shares — an estimated $502K sold.

Simplicity Wealth first reported a position in NUBD in Q4 2024 and held it in 2 quarters. The position peaked at $502K in Q1 2025. 112 funds tracked by Wall St. Rank hold NUBD as of Q2 2025.

  • Simplicity Wealth reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 22,644 Nuveen ESG US Aggregate Bond ETF shares in Q2 2025, an estimated $502K.
  • Simplicity Wealth first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Simplicity Wealth's Nuveen ESG US Aggregate Bond ETF position peaked at $502K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.