Stanich Group’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Stanich 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
2025 Q4	–	Sell	-183,799	Closed	-$4.13M	–	55
2025 Q3	$4.13M	Buy	+183,799	New	+$4.09M	2.53%	10
2025 Q2	–	Sell	-569,691	Closed	-$12.6M	–	48
2025 Q1	$12.6M	Buy	569,691 +32,950	+6%	+$722K	9.35%	2
2024 Q4	$11.7M	Buy	+536,741	New	+$11.9M	8.73%	2

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Stanich Group's NUBD Position: Q4 2025 in Review

Stanich Group sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q4 2025, closing a stake of 183,799 shares — an estimated $4.13M sold.

Stanich Group first reported a position in NUBD in Q4 2024 and held it in 3 quarters. The position peaked at $12.6M in Q1 2025. 125 funds tracked by Wall St. Rank hold NUBD as of Q4 2025.

Stanich Group reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Stanich Group sold 183,799 Nuveen ESG US Aggregate Bond ETF shares in Q4 2025, an estimated $4.13M.
Stanich Group first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
Stanich Group's Nuveen ESG US Aggregate Bond ETF position peaked at $12.6M in Q1 2025.
125 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q4 2025.

Based on Stanich Group's 13F filing for Q4 2025, filed 23 Jan 2026.