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
Q2 		$563K Buy
25,436
+527
+2% +$11.7K ﹤0.01% 2908
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 $1.89T 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 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $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

Stifel Financial's NUBD Position: Q2 2026 in Review

Stifel Financial increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 2.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 25,436 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Stifel Financial first reported a position in NUBD in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Stifel Financial held 25,436 shares of Nuveen ESG US Aggregate Bond ETF worth $563K as of Q2 2026.
  • Stifel Financial bought 527 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $11.7K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2908 holding.
  • Stifel Financial first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.