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

Wealth Enhancement Trust 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 		$213K Hold
9,613
– – 0.02% 282
2026
Q1 		$214K Hold
9,613
– – 0.03% 272
2025
Q4 		$215K Buy
+9,613
New +$216K 0.03% 256

Other funds holding NUBD

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 9,613 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #282.

Wealth Enhancement Trust Services first reported a position in NUBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $215K in Q4 2025. 96 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,613 shares of Nuveen ESG US Aggregate Bond ETF worth $213K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Nuveen ESG US Aggregate Bond ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #282 holding.
  • Wealth Enhancement Trust Services first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Nuveen ESG US Aggregate Bond ETF position peaked at $215K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

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