Sound View Wealth Advisors Group’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Sound View Wealth Advisors 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	$437K	Sell	19,753 -651	-3%	-$14.4K	0.03%	304
2026 Q1	$453K	Hold	20,404	–	–	0.03%	282
2025 Q4	$456K	Hold	20,404	–	–	0.03%	280
2025 Q3	$458K	Buy	20,404 +271	+1%	+$6.03K	0.03%	280
2025 Q2	$448K	Buy	20,133 +1,419	+8%	+$31.2K	0.03%	283
2025 Q1	$415K	Buy	18,714 +825	+5%	+$18.1K	0.03%	283
2024 Q4	$390K	Buy	17,889 +249	+1%	+$5.5K	0.03%	297
2024 Q3	$400K	Buy	+17,640	New	+$395K	0.03%	292

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

Sound View Wealth Advisors Group's NUBD Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 3.2% in Q2 2026, selling an estimated $14.4K and leaving 19,753 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #304.

Sound View Wealth Advisors Group first reported a position in NUBD in Q3 2024 and has held it in 8 quarters since. The position peaked at $458K in Q3 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Sound View Wealth Advisors Group held 19,753 shares of Nuveen ESG US Aggregate Bond ETF worth $437K as of Q2 2026.
Sound View Wealth Advisors Group sold 651 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $14.4K.
Nuveen ESG US Aggregate Bond ETF made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #304 holding.
Sound View Wealth Advisors Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sound View Wealth Advisors Group's Nuveen ESG US Aggregate Bond ETF position peaked at $458K in Q3 2025.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.