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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
Q2 		$745K Buy
33,651
+301
+0.9% +$6.66K 0.07% 130
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 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 $275M AUM 24.54% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WNY Asset Management's NUBD Position: Q2 2026 in Review

WNY Asset Management increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.9% in Q2 2026, buying an estimated $6.66K and bringing the position to 33,651 shares worth $745K. The position accounts for 0.07% of the portfolio, ranked #130.

WNY Asset Management first reported a position in NUBD in Q3 2023 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold NUBD as of Q2 2026.

  • WNY Asset Management held 33,651 shares of Nuveen ESG US Aggregate Bond ETF worth $745K as of Q2 2026.
  • WNY Asset Management bought 301 Nuveen ESG US Aggregate Bond ETF shares in Q2 2026, an estimated $6.66K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.07% of WNY Asset Management's portfolio in Q2 2026, its #130 holding.
  • WNY Asset Management first reported a position in Nuveen ESG US Aggregate Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • 123 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.