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WNY Asset Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

WNY Asset 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 		$741K Buy
+33,350
New +$747K 0.08% 121
2025
Q3 		– Sell
-13,117
Closed -$292K – 246
2025
Q2 		$292K Sell
13,117
-1,087
-8% -$23.9K 0.03% 186
2025
Q1 		$315K Buy
14,204
+2,612
+23% +$57.2K 0.04% 176
2024
Q4 		$252K Buy
11,592
+137
+1% +$3.03K 0.03% 192
2024
Q3 		$260K Buy
11,455
+399
+4% +$8.93K 0.03% 202
2024
Q2 		$241K Sell
11,056
-154
-1% -$3.33K 0.03% 208
2024
Q1 		$246K Sell
11,210
-172
-2% -$3.78K 0.04% 205
2023
Q4 		$253K Buy
11,382
+228
+2% +$4.87K 0.04% 197
2023
Q3 		$235K Buy
+11,154
New +$241K 0.05% 186

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 $839M AUM 19.87% 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 $377B 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 $8.53B AUM 21.43% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

WNY Asset Management's NUBD Position: Q1 2026 in Review

WNY Asset Management opened a new position in Nuveen ESG US Aggregate Bond ETF (NUBD) in Q1 2026: 33,350 shares worth $741K. The stake represents 0.08% of the portfolio and ranks #121 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in NUBD as recently as Q2 2025.

WNY Asset Management first reported a position in NUBD in Q3 2023 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold NUBD as of Q1 2026.

  • WNY Asset Management held 33,350 shares of Nuveen ESG US Aggregate Bond ETF worth $741K as of Q1 2026.
  • Nuveen ESG US Aggregate Bond ETF was a new WNY Asset Management position in Q1 2026.
  • Nuveen ESG US Aggregate Bond ETF made up 0.08% of WNY Asset Management's portfolio in Q1 2026, its #121 holding.
  • WNY Asset Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2023 and has held it in 9 quarters since.
  • 126 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.