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
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

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

Wealth Enhancement Advisory Services's NUBD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.01% in Q2 2026, buying an estimated $22 and bringing the position to 12,403 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Wealth Enhancement Advisory Services first reported a position in NUBD in Q3 2023 and has held it in 12 quarters since. The position peaked at $935K in Q3 2024. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,403 shares of Nuveen ESG US Aggregate Bond ETF worth $272K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1 Nuveen ESG US Aggregate Bond ETF share in Q2 2026, an estimated $22.
  • Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3294 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen ESG US Aggregate Bond ETF position peaked at $935K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.