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Stratos Wealth Partners’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Stratos Wealth Partners’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 		$213K Hold
9,635
– – ﹤0.01% 1594
2026
Q1 		$214K Hold
9,635
– – ﹤0.01% 1506
2025
Q4 		$215K Hold
9,635
– – ﹤0.01% 1476
2025
Q3 		$216K Hold
9,635
– – ﹤0.01% 1427
2025
Q2 		$214K Sell
9,635
-3,156
-25% -$69.3K ﹤0.01% 1302
2025
Q1 		$284K Buy
12,791
+169
+1% +$3.7K ﹤0.01% 1124
2024
Q4 		$275K Buy
12,622
+637
+5% +$14.1K ﹤0.01% 1185
2024
Q3 		$272K Sell
11,985
-460
-4% -$10.3K ﹤0.01% 1196
2024
Q2 		$272K Sell
12,445
-750
-6% -$16.2K ﹤0.01% 1127
2024
Q1 		$290K Hold
13,195
– – ﹤0.01% 1117
2023
Q4 		$294K Buy
13,195
+1,810
+16% +$38.6K 0.01% 1090
2023
Q3 		$240K Sell
11,385
-1,845
-14% -$39.8K 0.01% 1099
2023
Q2 		$291K Sell
13,230
-1,450
-10% -$32.1K 0.01% 971
2023
Q1 		$328K Sell
14,680
-300
-2% -$6.64K 0.01% 837
2022
Q4 		$326K Sell
14,980
-4,375
-23% -$95.1K 0.01% 858
2022
Q3 		$419K Hold
19,355
– – 0.01% 754
2022
Q2 		$443K Buy
19,355
+1,845
+11% +$42.7K 0.01% 774
2022
Q1 		$422K Hold
17,510
– – 0.01% 876
2021
Q4 		$450K Hold
17,510
– – 0.01% 844
2021
Q3 		$453K Hold
17,510
– – 0.01% 786
2021
Q2 		$457K Hold
17,510
– – 0.01% 796
2021
Q1 		$452K Sell
17,510
-1,707
-9% -$44.9K 0.01% 741
2020
Q4 		$515K Buy
19,217
+663
+4% +$17.8K 0.02% 667
2020
Q3 		$500K Buy
18,554
+3,199
+21% +$86.8K 0.02% 626
2020
Q2 		$415K Buy
15,355
+688
+5% +$18.5K 0.01% 662
2020
Q1 		$389K Buy
14,667
+464
+3% +$12.1K 0.02% 601
2019
Q4 		$363K Sell
14,203
-4,034
-22% -$104K 0.01% 687
2019
Q3 		$469K Buy
18,237
+38
+0.2% +$973 0.02% 585
2019
Q2 		$462K Buy
+18,199
New +$454K 0.02% 600

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

Stratos Wealth Partners's NUBD Position: Q2 2026 in Review

Stratos Wealth Partners held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 9,635 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Stratos Wealth Partners first reported a position in NUBD in Q2 2019 and has held it in 29 quarters since. The position peaked at $515K in Q4 2020. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Stratos Wealth Partners held 9,635 shares of Nuveen ESG US Aggregate Bond ETF worth $213K as of Q2 2026.
  • Stratos Wealth Partners left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1594 holding.
  • Stratos Wealth Partners first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Stratos Wealth Partners's Nuveen ESG US Aggregate Bond ETF position peaked at $515K in Q4 2020.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.