WealthShield Partners’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

WealthShield Partners’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	–	Sell	-248	Closed	-$5.51K	–	523
2026 Q1	$5.51K	Hold	248	–	–	﹤0.01%	550
2025 Q4	$5.54K	Hold	248	–	–	﹤0.01%	524
2025 Q3	$5.57K	Hold	248	–	–	﹤0.01%	524
2025 Q2	$5.52K	Hold	248	–	–	﹤0.01%	508
2025 Q1	$5.5K	Hold	248	–	–	﹤0.01%	494
2024 Q4	$5.4K	Sell	248 -35	-12%	-$773	﹤0.01%	459
2024 Q3	$6.42K	Hold	283	–	–	﹤0.01%	456
2024 Q2	$6.17K	Hold	283	–	–	﹤0.01%	435
2024 Q1	$6.22K	Hold	283	–	–	﹤0.01%	438
2023 Q4	$6.3K	Sell	283 -50	-15%	-$1.07K	﹤0.01%	442
2023 Q3	$7.03K	Sell	333 -4,708	-93%	-$102K	﹤0.01%	449
2023 Q2	$111K	Hold	5,041	–	–	0.02%	333
2023 Q1	$113K	Buy	+5,041	New	+$112K	0.02%	329
2021 Q3	–	Sell	-4,976	Closed	-$130K	–	553
2021 Q2	$130K	Hold	4,976	–	–	0.02%	324
2021 Q1	$128K	Buy	+4,976	New	+$131K	0.02%	311
2020 Q4	–	Sell	-4,976	Closed	-$134K	–	361
2020 Q3	$134K	Hold	4,976	–	–	0.05%	262
2020 Q2	$135K	Hold	4,976	–	–	0.06%	213
2020 Q1	$132K	Hold	4,976	–	–	0.08%	167
2019 Q4	$127K	Hold	4,976	–	–	0.06%	187
2019 Q3	$128K	Buy	+4,976	New	+$127K	0.07%	177
2019 Q2	–	Sell	-4,976	Closed	-$124K	–	261
2019 Q1	$124K	Buy	+4,976	New	+$122K	0.07%	164

Other funds holding NUBD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WealthShield Partners's NUBD Position: Q2 2026 in Review

WealthShield Partners sold out of Nuveen ESG US Aggregate Bond ETF (NUBD) in Q2 2026, closing a stake of 248 shares — an estimated $5.51K sold.

WealthShield Partners first reported a position in NUBD in Q1 2019 and held it in 21 quarters. The position peaked at $135K in Q2 2020. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

WealthShield Partners reported no remaining Nuveen ESG US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 248 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $5.51K.
WealthShield Partners first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2019 and held it in 21 quarters.
WealthShield Partners's Nuveen ESG US Aggregate Bond ETF position peaked at $135K in Q2 2020.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.