WIM
NUBD icon

Westside Investment Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Westside Investment Management’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 		$22.8K Buy
+1,025
New +$23K ﹤0.01% 860
2022
Q4 		– Sell
-580
Closed -$12 – 832
2022
Q3 		$12 Hold
580
– – ﹤0.01% 578
2022
Q2 		$13 Hold
580
– – ﹤0.01% 565
2022
Q1 		$13 Hold
580
– – ﹤0.01% 581
2021
Q4 		$14 Hold
580
– – ﹤0.01% 547
2021
Q3 		$15 Sell
580
-120
-17% -$3.14K ﹤0.01% 528
2021
Q2 		$18 Hold
700
– – ﹤0.01% 493
2021
Q1 		$18 Hold
700
– – ﹤0.01% 474
2020
Q4 		$18 Buy
+700
New +$18.8K ﹤0.01% 441

Other funds holding NUBD

Morgan Stanley
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
FPF
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $7.28B AUM 16.22% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return