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BOLTON SECURITIES CORPORATION’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$10.7M Buy
503,699
+3,877
+0.8% +$84.2K 0.4% 47
2026
Q2 		$11.1M Buy
499,822
+26,184
+6% +$580K 0.41% 46
2026
Q1 		$10.5M Buy
+473,638
New +$10.6M 0.5% 40

Other funds holding NUBD

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
Westfuller Advisors
Westfuller Advisors New York $340M AUM 17.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
rebel Financial
rebel Financial Groveport, Ohio $245M AUM 6.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's NUBD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Nuveen ESG US Aggregate Bond ETF (NUBD) stake by 0.78% in Q3 2026, buying an estimated $84.2K and bringing the position to 503,699 shares worth $10.7M. The position accounts for 0.4% of the portfolio, ranked #47.

BOLTON SECURITIES CORPORATION first reported a position in NUBD in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.1M in Q2 2026. 105 funds tracked by Wall St. Rank hold NUBD as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 503,699 shares of Nuveen ESG US Aggregate Bond ETF worth $10.7M as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 3,877 Nuveen ESG US Aggregate Bond ETF shares in Q3 2026, an estimated $84.2K.
  • Nuveen ESG US Aggregate Bond ETF made up 0.4% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #47 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Nuveen ESG US Aggregate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Nuveen ESG US Aggregate Bond ETF position peaked at $11.1M in Q2 2026.
  • 105 funds tracked by Wall St. Rank held Nuveen ESG US Aggregate Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.