Valtinson Bruner Financial Planning’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Valtinson Bruner Financial Planning’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	$295K	Buy	+13,319	New	+$295K	0.07%	142

Other funds holding NUBD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Valtinson Bruner Financial Planning's NUBD Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2026: 13,319 shares worth $295K. The stake represents 0.07% of the portfolio and ranks #142 among its holdings.

123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Valtinson Bruner Financial Planning held 13,319 shares of Nuveen ESG US Aggregate Bond ETF worth $295K as of Q2 2026.
Nuveen ESG US Aggregate Bond ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
Nuveen ESG US Aggregate Bond ETF made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #142 holding.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.