Wealth Enhancement Advisory Services
NUBD icon

Wealth Enhancement Advisory Services’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$433K Buy
20,472
+8,069
+65% +$175K ﹤0.01% 2978
2026
Q2 		$272K Buy
12,403
+1
+0% +$22 ﹤0.01% 3294
2026
Q1 		$275K Sell
12,402
-14,880
-55% -$333K ﹤0.01% 2861
2025
Q4 		$611K Sell
27,282
-4,083
-13% -$91.8K ﹤0.01% 2335
2025
Q3 		$704K Buy
31,365
+9
+0% +$200 ﹤0.01% 2102
2025
Q2 		$692K Sell
31,356
-3,298
-10% -$72.4K ﹤0.01% 1975
2025
Q1 		$769K Sell
34,654
-3,763
-10% -$82.5K ﹤0.01% 1761
2024
Q4 		$837K Sell
38,417
-2,775
-7% -$61.3K ﹤0.01% 1640
2024
Q3 		$935K Sell
41,192
-1,478
-3% -$33.1K ﹤0.01% 1445
2024
Q2 		$931K Buy
42,670
+203
+0.5% +$4.39K ﹤0.01% 1313
2024
Q1 		$933K Buy
42,467
+2,622
+7% +$57.6K ﹤0.01% 1267
2023
Q4 		$887K Buy
39,845
+17,288
+77% +$369K ﹤0.01% 1218
2023
Q3 		$476K Buy
+22,557
New +$487K ﹤0.01% 1453

Other funds holding NUBD

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's NUBD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 65% in Q3 2026, buying an estimated $175K and bringing the position to 20,472 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Wealth Enhancement Advisory Services first reported a position in NUBD in Q3 2023 and has held it in 13 quarters since. The position peaked at $935K in Q3 2024. 15 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,472 shares of Nuveen ESG US Aggregate Bond ETF worth $433K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 8,069 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $175K.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2978 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen ESG US Aggregate Bond ETF position peaked at $935K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.