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WCG Wealth Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

WCG Wealth 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 		$11.9M Sell
539,366
-221,696
-29% -$4.91M 0.28% 90
2026
Q1 		$16.9M Buy
761,062
+16,880
+2% +$378K 0.47% 62
2025
Q4 		$16.6M Buy
744,182
+547,150
+278% +$12.3M 0.47% 62
2025
Q3 		$4.42M Sell
197,032
-172,903
-47% -$3.85M 0.28% 90
2025
Q2 		$8.23M Buy
369,935
+56,717
+18% +$1.25M 0.53% 55
2025
Q1 		$6.95M Buy
313,218
+7,135
+2% +$156K 0.53% 59
2024
Q4 		$6.67M Buy
306,083
+23,904
+8% +$528K 0.44% 74
2024
Q3 		$6.41M Sell
282,179
-31,924
-10% -$714K 0.43% 73
2024
Q2 		$6.85M Buy
314,103
+19,945
+7% +$432K 0.51% 61
2024
Q1 		$6.46M Buy
294,158
+21,886
+8% +$480K 0.54% 57
2023
Q4 		$6.06M Sell
272,272
-1,542
-0.6% -$32.9K 0.45% 62
2023
Q3 		$6.63M Sell
273,814
-28,655
-9% -$619K 0.49% 58
2023
Q2 		$6.66M Buy
302,469
+16,605
+6% +$368K 0.78% 39
2023
Q1 		$6.39M Buy
285,864
+8,302
+3% +$184K 0.82% 36
2022
Q4 		$6.04M Buy
277,562
+38,221
+16% +$831K 0.83% 35
2022
Q3 		$5.73M Buy
239,341
+23,227
+11% +$528K 0.76% 36
2022
Q2 		$4.94M Buy
+216,114
New +$5M 0.69% 37

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
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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

WCG Wealth Advisors's NUBD Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 29% in Q2 2026, selling an estimated $4.91M and leaving 539,366 shares worth $11.9M. The position accounts for 0.28% of the portfolio, ranked #90.

WCG Wealth Advisors first reported a position in NUBD in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.9M in Q1 2026. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • WCG Wealth Advisors held 539,366 shares of Nuveen ESG US Aggregate Bond ETF worth $11.9M as of Q2 2026.
  • WCG Wealth Advisors sold 221,696 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $4.91M.
  • Nuveen ESG US Aggregate Bond ETF made up 0.28% of WCG Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • WCG Wealth Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $16.9M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.