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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
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 $777M AUM 13.71% 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 $376B 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 $7.28B AUM 16.22% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return