Nuveen ESG US Aggregate BondNUBDETF
13F holders, Q2 2024 (June 30)100holders −3
6new positions
8sold out
$21.82avg. 13F price*
At the end of Q2 2024, 100 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, down 3 from Q1 2024. 6 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($36.1M), Cambridge Investment Research Advisors, Inc. ($22.5M) and Envestnet Portfolio Solutions, Inc. ($14.6M).
- Company
- Nuveen ESG US Aggregate Bond
- Filed as
- NUSHARES ETF TR (Q2 2024)
- CUSIP
- 67092P870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $10.4M |
| Exits | 8 | $2.9M |
All 13F filers, Q1 2024 → Q2 2024: 1,595,789 shares bought and 725,164 shares sold, net +870,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Morgan Stanley | 0.00% | Add +81.9% | 1,652,706 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -8.3% | 1,030,311 | $22.5M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -16.0% | 671,118 | $14.6M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 590,141 | $12.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 553,181 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Add +7.1% | 442,192 | $9.6M |
| Koss-Olinger Consulting, LLC | 0.75% | New | 370,861 | $8.1M |
| WCG Wealth Advisors LLC | 0.51% | Add +6.8% | 314,103 | $6.9M |
| Focus Partners Wealth | 0.02% | Add +3.1% | 297,440 | $6.5M |
| LPL Financial LLC | 0.00% | Add +13.0% | 281,285 | $6.1M |
| Vestmark Advisory Solutions, Inc. | 0.26% | Add +10.2% | 280,325 | $6.1M |
| Charter Oak Capital Management, LLC | 0.60% | Reduce -2.2% | 263,533 | $5.8M |
| Composition Wealth, LLC | 0.11% | Add +16.3% | 207,405 | $4.5M |
| CGN Advisors LLC | 0.49% | Add +150.3% | 192,223 | $4.2M |
| Colorado Capital Management, Inc. | 1.99% | Add +11.9% | 163,136 | $3.6M |
| Park Avenue Securities LLC | 0.04% | Add +2.0% | 147,656 | $3.2M |
| Olde Wealth Management, LLC | 1.21% | Reduce -0.3% | 145,319 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +14.5% | 132,613 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.9% | 126,855 | $2.8M |
| Assetmark, Inc. | 0.01% | Reduce -2.5% | 107,962 | $2.4M |
| Silver Oak Advisory Group, Inc. | 1.21% | Add +1.9% | 99,718 | $2.2M |
| Mayport, LLC | 0.73% | No change | 94,104 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -17.2% | 91,032 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.42% | Add +8.6% | 87,861 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.3% | 85,271 | $1.9M |
| Mariner, LLC | 0.00% | Add +0.2% | 83,027 | $1.8M |
| UBS Group AG | 0.00% | Add +4.5% | 79,491 | $1.7M |
| UMB Bank, n.a. | 0.03% | Reduce -21.5% | 71,984 | $1.6M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -3.8% | 58,269 | $1.3M |
| Evolution Advisers, Inc. | 0.72% | Add +12.6% | 57,638 | $1.3M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -1.7% | 52,500 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +1.2% | 51,771 | $1.1M |
| Lockerman Financial Group, Inc. | 2.02% | Reduce -12.3% | 51,015 | $1.1M |
| Keudell/Morrison Wealth Management | 0.31% | Reduce -3.4% | 48,195 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Add +6.0% | 44,792 | $977K |
| Litman Gregory Wealth Management LLC | 0.09% | Add +0.1% | 44,316 | $967K |
| Creative Planning | 0.00% | Reduce -52.6% | 44,287 | $966K |
| Cable Hill Partners, LLC | 0.10% | Add +3.9% | 43,733 | $954K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | Add +2.0% | 42,898 | $936K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 42,670 | $931K |
| US Bancorp \de | 0.00% | Reduce -30.7% | 40,281 | $879K |
| Wealthfront Advisers LLC | 0.00% | Add +9.1% | 38,964 | $850K |
| CX Institutional | 0.04% | Reduce -21.2% | 38,048 | $830K |
| Diversified, LLC | 0.10% | New | 37,596 | $820K |
| Legacy Financial Group LLC | 0.16% | Add +2.3% | 37,077 | $809K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.8% | 35,155 | $767K |
| Crestwood Advisors Group, LLC | 0.02% | New | 34,000 | $742K |
| Osaic Holdings, Inc. | 0.00% | Reduce -56.1% | 33,464 | $730K |
| Allworth Financial LP | 0.00% | Add +18.0% | 32,340 | $712K |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.7% | 32,538 | $710K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -5.0% | 32,404 | $707K |
| First Pacific Financial | 0.18% | Add +0.9% | 31,714 | $692K |
| Gitterman Wealth Management, LLC | 0.25% | Reduce -4.1% | 30,313 | $661K |
| Natixis Advisors, LLC | 0.00% | Reduce -4.1% | 30,312 | $661K |
| Kelman-Lazarov, Inc. | 0.12% | Add +2.1% | 29,787 | $650K |
| Journey Strategic Wealth LLC | 0.03% | Add +153.9% | 26,919 | $587K |
| Jane Street Group, LLC | 0.00% | Reduce -55.2% | 26,500 | $578K |
| Raymond James & Associates | 0.00% | Reduce -29.6% | 26,428 | $577K |
| BayBridge Capital Group, LLC | 0.45% | Add +3.2% | 26,266 | $573K |
| LexAurum Advisors, LLC | 0.13% | Add +14.3% | 24,276 | $530K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.4% | 21,651 | $472K |
| Sandbox Financial Partners, LLC | 0.16% | Reduce -4.2% | 18,799 | $410K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.7% | 18,473 | $403K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 17,956 | $392K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 17,724 | $387K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 17,673 | $386K |
| Procyon Advisors, LLC | 0.03% | Reduce -49.3% | 17,134 | $374K |
| D.A. Davidson & Co. | 0.00% | No change | 16,971 | $370K |
| Bear Mountain Capital, Inc. | 0.15% | No change | 16,691 | $368K |
| Kestra Advisory Services, LLC | 0.00% | New | 16,369 | $357K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.9% | 13,053 | $285K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.4% | 12,727 | $278K |
| Cetera Investment Advisers | 0.00% | Reduce -13.1% | 12,562 | $274K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.7% | 12,445 | $272K |
| Canal Capital Management, LLC | 0.04% | Add +1.1% | 11,470 | $250K |
| WNY Asset Management, LLC | 0.03% | Reduce -1.4% | 11,056 | $241K |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 10,998 | $240K |
| Stordahl Capital Management, Inc. | 0.06% | Add +1.3% | 10,357 | $226K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -0.7% | 9,895 | $216K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 9,300 | $203K |
| Financial Gravity Asset Management, Inc. | 0.05% | Add +7.7% | 9,105 | $199K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.4% | 7,608 | $166K |
| Private Trust Co. NA | 0.02% | Reduce -10.2% | 7,078 | $154K |
| Avior Wealth Management, LLC | 0.00% | Add +1503.4% | 4,778 | $104K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,784 | $83K |
| IAG Wealth Partners, LLC | 0.01% | Add +18.5% | 3,316 | $72K |
| Comerica Bank | 0.00% | Add +0.9% | 2,352 | $51K |
| Tidemark, LLC | 0.02% | No change | 1,925 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,666 | $37K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,000 | $22K |
| Covestor Ltd | 0.01% | Add +11.3% | 746 | $16K |
| Orion Capital Management LLC | 0.00% | Reduce -31.2% | 408 | $9K |
| Proffitt & Goodson Inc. | 0.00% | No change | 386 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +17.7% | 386 | $8K |
| WealthShield Partners, LLC | 0.00% | No change | 283 | $6K |
| Anchor Investment Management, LLC | 0.00% | New | 175 | $4K |
| Smithfield Trust Co | 0.00% | No change | 151 | $3K |
| Horizon Investments, LLC | 0.00% | Add +2.3% | 91 | $2K |
| FMR LLC | 0.00% | Reduce -71.0% | 53 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -100.0% | 1 | $21 |
"% of holder's portfolio" is NUBD's weight in each manager's 13F, not the share of Nuveen ESG US Aggregate Bond the manager owns.