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Walkner Condon Financial Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Walkner Condon Financial 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 		$477K Buy
21,530
+504
+2% +$11.2K 0.05% 192
2026
Q1 		$467K Buy
21,026
+106
+0.5% +$2.37K 0.06% 184
2025
Q4 		$468K Hold
20,920
– – 0.07% 188
2025
Q3 		$470K Sell
20,920
-152
-0.7% -$3.38K 0.07% 181
2025
Q2 		$469K Hold
21,072
– – 0.09% 169
2025
Q1 		$467K Buy
21,072
+6,494
+45% +$142K 0.09% 167
2024
Q4 		$318K Sell
14,578
-17,618
-55% -$389K 0.06% 209
2024
Q3 		$731K Sell
32,196
-208
-0.6% -$4.65K 0.15% 117
2024
Q2 		$707K Sell
32,404
-1,698
-5% -$36.8K 0.15% 113
2024
Q1 		$749K Buy
34,102
+53
+0.2% +$1.16K 0.16% 113
2023
Q4 		$758K Sell
34,049
-6,600
-16% -$141K 0.17% 111
2023
Q3 		$858K Sell
40,649
-2,754
-6% -$59.5K 0.23% 93
2023
Q2 		$954K Sell
43,403
-11,270
-21% -$250K 0.25% 88
2023
Q1 		$1.22M Buy
54,673
+7,314
+15% +$162K 0.34% 65
2022
Q4 		$1.03M Sell
47,359
-17,004
-26% -$370K 0.31% 68
2022
Q3 		$1.39M Buy
64,363
+791
+1% +$18K 0.45% 51
2022
Q2 		$1.45M Sell
63,572
-20,659
-25% -$478K 0.46% 54
2022
Q1 		$2.03M Buy
+84,231
New +$2.08M 0.58% 43
2021
Q3 		– Sell
-86,305
Closed -$2.25M – 162
2021
Q2 		$2.25M Sell
86,305
-44,750
-34% -$1.16M 0.83% 33
2021
Q1 		$3.38M Sell
131,055
-3,552
-3% -$93.4K 1.32% 19
2020
Q4 		$3.61M Buy
134,607
+18,826
+16% +$505K 1.56% 18
2020
Q3 		$3.12M Buy
115,781
+16,307
+16% +$442K 1.67% 12
2020
Q2 		$2.69M Sell
99,474
-10,616
-10% -$285K 2.37% 10
2020
Q1 		$2.92M Buy
110,090
+2,001
+2% +$52K 3.12% 9
2019
Q4 		$2.76M Buy
+108,089
New +$2.77M 2.66% 10

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

Walkner Condon Financial Advisors's NUBD Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 2.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 21,530 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #192.

Walkner Condon Financial Advisors first reported a position in NUBD in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.61M in Q4 2020. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Walkner Condon Financial Advisors held 21,530 shares of Nuveen ESG US Aggregate Bond ETF worth $477K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 504 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $11.2K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #192 holding.
  • Walkner Condon Financial Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Walkner Condon Financial Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $3.61M in Q4 2020.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.