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TCFG Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

TCFG Wealth 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 		$215K Hold
9,680
– – 0.08% 253
2025
Q4 		$217K Hold
9,680
– – 0.08% 243
2025
Q3 		$217K Hold
9,680
– – 0.09% 239
2025
Q2 		$215K Buy
+9,680
New +$213K 0.1% 236

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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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

TCFG Wealth Management's NUBD Position: Q1 2026 in Review

TCFG Wealth Management held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q1 2026 at 9,680 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #253.

TCFG Wealth Management first reported a position in NUBD in Q2 2025 and has held it in 4 quarters since. The position peaked at $217K in Q3 2025. 128 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

  • TCFG Wealth Management held 9,680 shares of Nuveen ESG US Aggregate Bond ETF worth $215K as of Q1 2026.
  • TCFG Wealth Management left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Nuveen ESG US Aggregate Bond ETF made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #253 holding.
  • TCFG Wealth Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • TCFG Wealth Management's Nuveen ESG US Aggregate Bond ETF position peaked at $217K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.