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 Q2	$6.93M	Sell	313,124 -3,909	-1%	-$86.5K	2.52%	7
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 $1.89T 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

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

Westfuller Advisors's NUBD Position: Q2 2026 in Review

Westfuller Advisors reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 1.2% in Q2 2026, selling an estimated $86.5K and leaving 313,124 shares worth $6.93M. The position accounts for 2.52% of the portfolio, ranked #7.

Westfuller Advisors first reported a position in NUBD in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.04M in Q4 2025. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Westfuller Advisors held 313,124 shares of Nuveen ESG US Aggregate Bond ETF worth $6.93M as of Q2 2026.
Westfuller Advisors sold 3,909 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $86.5K.
Nuveen ESG US Aggregate Bond ETF made up 2.52% of Westfuller Advisors's portfolio in Q2 2026, its #7 holding.
Westfuller Advisors first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's Nuveen ESG US Aggregate Bond ETF position peaked at $7.04M in Q4 2025.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.