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

Westfuller 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 Q1	$7.04M	Buy	317,033 +2,026	+0.6%	+$45.4K	3.04%	6
2025 Q4	$7.04M	Buy	315,007 +4,137	+1%	+$93K	2.85%	5
2025 Q3	$6.98M	Buy	310,870 +2,954	+1%	+$65.7K	3.17%	4
2025 Q2	$6.85M	Buy	307,916 +3,060	+1%	+$67.2K	3.91%	6
2025 Q1	$6.76M	Buy	304,856 +2,919	+1%	+$64K	4.52%	6
2024 Q4	$6.58M	Buy	301,937 +3,409	+1%	+$75.3K	4.18%	6
2024 Q3	$6.78M	Buy	+298,528	New	+$6.68M	4.86%	5
2024 Q1	$6.44M	Buy	+293,302	New	+$6.44M	7.73%	2

Other funds holding NUBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return