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Three Bearings Fiduciary Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Three Bearings Fiduciary Advisors’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 		$73.5K Hold
3,320
– – 0.07% 68
2026
Q1 		$73.7K Hold
3,320
– – 0.07% 70
2025
Q4 		$74.4K Buy
+3,320
New +$74.6K 0.07% 70

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
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
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 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

Three Bearings Fiduciary Advisors's NUBD Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 3,320 shares worth $73.5K. The position accounts for 0.07% of the portfolio, ranked #68.

Three Bearings Fiduciary Advisors first reported a position in NUBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.4K in Q4 2025. 71 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 3,320 shares of Nuveen ESG US Aggregate Bond ETF worth $73.5K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Nuveen ESG US Aggregate Bond ETF made up 0.07% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #68 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $74.4K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.