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XY Planning Network’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

XY Planning Network’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
Q3 		$2.24M Sell
105,673
-37,639
-26% -$818K 0.24% 88
2026
Q2 		$3.17M Buy
+143,312
New +$3.17M 0.4% 60

Other funds holding NUBD

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

XY Planning Network's NUBD Position: Q3 2026 in Review

XY Planning Network reduced its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 26% in Q3 2026, selling an estimated $818K and leaving 105,673 shares worth $2.24M. The position accounts for 0.24% of the portfolio, ranked #88.

XY Planning Network first reported a position in NUBD in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.17M in Q2 2026. 15 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

  • XY Planning Network held 105,673 shares of Nuveen ESG US Aggregate Bond ETF worth $2.24M as of Q3 2026.
  • XY Planning Network sold 37,639 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $818K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.24% of XY Planning Network's portfolio in Q3 2026, its #88 holding.
  • XY Planning Network first reported a position in Nuveen ESG US Aggregate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's Nuveen ESG US Aggregate Bond ETF position peaked at $3.17M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.