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 Q2	$22.7K	Hold	1,025	–	–	﹤0.01%	884
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 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

Westside Investment Management's NUBD Position: Q2 2026 in Review

Westside Investment Management held its Nuveen ESG US Aggregate Bond ETF (NUBD) position steady in Q2 2026 at 1,025 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Westside Investment Management first reported a position in NUBD in Q4 2020 and has held it in 10 quarters since. The position peaked at $22.8K in Q1 2026. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

Westside Investment Management held 1,025 shares of Nuveen ESG US Aggregate Bond ETF worth $22.7K as of Q2 2026.
Westside Investment Management left its Nuveen ESG US Aggregate Bond ETF share count unchanged in Q2 2026.
Nuveen ESG US Aggregate Bond ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #884 holding.
Westside Investment Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q4 2020 and has held it in 10 quarters since.
Westside Investment Management's Nuveen ESG US Aggregate Bond ETF position peaked at $22.8K in Q1 2026.
123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.