Stifel Financial
NUBD icon

Stifel Financial’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Stifel Financial’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 		$553K Buy
24,909
+1,783
+8% +$39.9K ﹤0.01% 2819
2025
Q4 		$517K Buy
23,126
+2,446
+12% +$55K ﹤0.01% 2844
2025
Q3 		$464K Buy
+20,680
New +$460K ﹤0.01% 2862

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 $839M AUM 19.87% 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 $8.53B AUM 21.43% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

Stifel Financial's NUBD Position: Q1 2026 in Review

Stifel Financial increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 7.7% in Q1 2026, buying an estimated $39.9K and bringing the position to 24,909 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

Stifel Financial first reported a position in NUBD in Q3 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

  • Stifel Financial held 24,909 shares of Nuveen ESG US Aggregate Bond ETF worth $553K as of Q1 2026.
  • Stifel Financial bought 1,783 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $39.9K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2819 holding.
  • Stifel Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.