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TFC Financial Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

TFC Financial 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
Q2 		$39.3K Sell
1,777
-292
-14% -$6.46K ﹤0.01% 315
2026
Q1 		$46K Buy
2,069
+31
+2% +$694 0.01% 284
2025
Q4 		$45.6K Buy
2,038
+760
+59% +$17.1K 0.01% 282
2025
Q3 		$28.7K Buy
1,278
+167
+15% +$3.71K ﹤0.01% 320
2025
Q2 		$24.7K Hold
1,111
– – ﹤0.01% 321
2025
Q1 		$24.6K Buy
1,111
+411
+59% +$9.01K ﹤0.01% 306
2024
Q4 		$15.2K Buy
+700
New +$15.5K ﹤0.01% 333

Other funds holding NUBD

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

TFC Financial Management's NUBD Position: Q2 2026 in Review

TFC Financial Management reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 14% in Q2 2026, selling an estimated $6.46K and leaving 1,777 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

TFC Financial Management first reported a position in NUBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $46K in Q1 2026. 62 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • TFC Financial Management held 1,777 shares of Nuveen ESG US Aggregate Bond ETF worth $39.3K as of Q2 2026.
  • TFC Financial Management sold 292 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $6.46K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #315 holding.
  • TFC Financial Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • TFC Financial Management's Nuveen ESG US Aggregate Bond ETF position peaked at $46K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.