Stordahl Capital Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Stordahl Capital Management’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	–	Sell	-9,128	Closed	-$204K	–	64
2025 Q4	$204K	Sell	9,128 -169	-2%	-$3.8K	0.04%	63
2025 Q3	$209K	Sell	9,297 -623	-6%	-$13.9K	0.04%	61
2025 Q2	$221K	Sell	9,920 -421	-4%	-$9.25K	0.05%	58
2025 Q1	$229K	Sell	10,341 -39	-0.4%	-$855	0.05%	54
2024 Q4	$226K	Hold	10,380	–	–	0.05%	57
2024 Q3	$235K	Buy	10,380 +23	+0.2%	+$515	0.06%	47
2024 Q2	$226K	Buy	10,357 +128	+1%	+$2.77K	0.06%	49
2024 Q1	$225K	Hold	10,229	–	–	0.06%	49
2023 Q4	$228K	Hold	10,229	–	–	0.06%	49
2023 Q3	$216K	Sell	10,229 -292	-3%	-$6.3K	0.07%	49
2023 Q2	$231K	Buy	+10,521	New	+$233K	0.07%	50

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

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

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

Stordahl Capital Management's NUBD Position: Q1 2026 in Review

Stordahl Capital Management sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2026, closing a stake of 9,128 shares — an estimated $204K sold.

Stordahl Capital Management first reported a position in NUBD in Q2 2023 and held it in 11 quarters. The position peaked at $235K in Q3 2024. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

Stordahl Capital Management reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Stordahl Capital Management sold 9,128 Nuveen ESG US Aggregate Bond ETF shares in Q1 2026, an estimated $204K.
Stordahl Capital Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2023 and held it in 11 quarters.
Stordahl Capital Management's Nuveen ESG US Aggregate Bond ETF position peaked at $235K in Q3 2024.
128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on Stordahl Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.