Nuveen ESG US Aggregate BondNUBDETF
13F holders, Q4 2024 (December 31)117holders +13
12new positions
7sold out
1famous investor
$21.78avg. 13F price*
At the end of Q4 2024, 117 institutions reported holding Nuveen ESG US Aggregate Bond (NUBD) in their 13F filings, up 13 from Q3 2024. 12 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($35.4M), First Pacific Financial ($22.1M) and Cambridge Investment Research Advisors, Inc. ($19.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen ESG US Aggregate Bond
- Filed as
- NUSHARES ETF TR (Q4 2024)
- CUSIP
- 67092P870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $14.0M |
| Exits | 7 | $3.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,755,316 shares bought and 622,354 shares sold, net +1,132,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Morgan Stanley | 0.00% | Reduce -10.5% | 1,624,096 | $35.4M |
| First Pacific Financial | 5.15% | Add +9.2% | 1,016,207 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.2% | 884,076 | $19.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +3.1% | 707,582 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 594,866 | $13.0M |
| Bank of America Corp. | 0.00% | Add +0.3% | 594,728 | $13.0M |
| Bank of New York Mellon Corp | 0.00% | Add +45.1% | 565,859 | $12.3M |
| Stanich Group LLC | 8.73% | — | 536,741 | $11.7M |
| LPL Financial LLC | 0.00% | Add +38.4% | 443,751 | $9.7M |
| Koss-Olinger Consulting, LLC | 0.72% | Add +0.9% | 377,316 | $8.2M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +10.2% | 367,320 | $8.0M |
| Independent Advisor Alliance | 0.09% | New | 328,483 | $7.2M |
| CGN Advisors LLC | 0.68% | Add +19.6% | 320,487 | $7.0M |
| Focus Partners Wealth | 0.02% | Add +4.0% | 308,530 | $6.7M |
| WCG Wealth Advisors LLC | 0.44% | Add +8.5% | 306,083 | $6.7M |
| Westfuller Advisors, LLC | 4.18% | Add +1.1% | 301,937 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +954.7% | 266,118 | $5.8M |
| Composition Wealth, LLC | 0.11% | Add +15.4% | 259,408 | $5.6M |
| Charter Oak Capital Management, LLC | 0.52% | Reduce -0.4% | 256,355 | $5.6M |
| Stewardship Advisors, LLC | 1.42% | New | 235,536 | $5.1M |
| Colorado Capital Management, Inc. | 1.75% | Reduce -1.7% | 165,729 | $3.6M |
| Perigon Wealth Management, LLC | 0.08% | Add +145.7% | 159,568 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.2% | 153,801 | $3.4M |
| Olde Wealth Management, LLC | 1.12% | Reduce -0.3% | 144,272 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Add +5.1% | 141,701 | $3.1M |
| Citadel Advisors | 0.00% | Add +140.5% | 140,383 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 137,708 | $3.0M |
| Assetmark, Inc. | 0.01% | Add +9.6% | 131,829 | $2.9M |
| Silver Oak Advisory Group, Inc. | 1.45% | Add +0.0% | 126,182 | $2.7M |
| SageView Advisory Group, LLC | 0.10% | Add +0.4% | 107,354 | $2.3M |
| Boston Standard Wealth Management, LLC | 0.41% | Add +6.2% | 96,156 | $2.1M |
| UMB Bank, n.a. | 0.03% | Add +0.4% | 94,415 | $2.1M |
| Mayport, LLC | 0.60% | No change | 94,104 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -20.6% | 87,043 | $1.9M |
| UBS Group AG | 0.00% | Reduce -1.3% | 83,900 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +25.4% | 77,398 | $1.7M |
| Evolution Advisers, Inc. | 0.85% | Add +14.8% | 71,172 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.2% | 69,937 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Add +10.6% | 64,335 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -29.9% | 58,491 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +1.9% | 52,380 | $1.1M |
| Lockerman Financial Group, Inc. | 1.93% | Add +1.9% | 52,009 | $1.1M |
| US Bancorp \de | 0.00% | Add +27.9% | 51,863 | $1.1M |
| Cable Hill Partners, LLC | 0.10% | Add +10.8% | 47,298 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +11.1% | 42,398 | $923K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.8% | 41,582 | $906K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Add +0.4% | 40,649 | $885K |
| Raymond James Financial Inc. | 0.00% | — | 40,233 | $876K |
| Allworth Financial LP | 0.00% | Add +21.1% | 39,151 | $852K |
| A&I Financial Services, LLC | 0.82% | — | 38,518 | $839K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.7% | 38,417 | $837K |
| Legacy Financial Group LLC | 0.13% | Reduce -3.9% | 36,164 | $788K |
| Diversified Enterprises, LLC | 0.07% | Reduce -10.6% | 33,623 | $732K |
| OneDigital Investment Advisors LLC | 0.01% | Add +13.9% | 32,594 | $710K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.1% | 32,032 | $698K |
| Avantax Planning Partners, Inc. | 0.03% | Add +2.3% | 31,919 | $695K |
| Gitterman Wealth Management, LLC | 0.28% | Add +0.4% | 30,463 | $663K |
| Natixis Advisors, LLC | 0.00% | Add +0.4% | 30,462 | $663K |
| Kelman-Lazarov, Inc. | 0.12% | Add +0.3% | 29,984 | $653K |
| LongView Asset Management LLC | 0.53% | — | 27,663 | $603K |
| BayBridge Capital Group, LLC | 0.42% | Add +1.6% | 26,729 | $582K |
| Natural Investments, LLC | 0.15% | — | 25,741 | $560K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.3% | 24,681 | $538K |
| Creative Planning | 0.00% | Reduce -47.0% | 23,483 | $511K |
| D.A. Davidson & Co. | 0.00% | Add +2.1% | 23,478 | $511K |
| City National Bank of Florida | 0.45% | — | 22,644 | $493K |
| Simplicity Wealth,LLC | 0.10% | New | 22,644 | $493K |
| Keudell/Morrison Wealth Management | 0.13% | Reduce -36.7% | 22,050 | $480K |
| Davis Wealth Advisors, LLC | 0.51% | — | 21,369 | $465K |
| Litman Gregory Wealth Management LLC | 0.04% | Reduce -11.7% | 21,055 | $459K |
| Retirement Capital Strategies | 0.16% | Reduce -81.5% | 19,675 | $429K |
| LexAurum Advisors, LLC | 0.08% | Add +0.5% | 19,391 | $422K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +13.6% | 19,316 | $421K |
| Sandbox Financial Partners, LLC | 0.14% | Add +1.0% | 19,123 | $416K |
| Lifelong Wealth Advisors, Inc. | 0.18% | — | 18,807 | $410K |
| IHT Wealth Management, LLC | 0.01% | Reduce -48.9% | 18,473 | $402K |
| Rockefeller Capital Management L.P. | 0.00% | New | 18,200 | $396K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +1.4% | 17,889 | $390K |
| Cherry Tree Wealth Management, LLC | 0.09% | Reduce -6.1% | 17,575 | $383K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -5.1% | 15,543 | $339K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -54.7% | 14,578 | $318K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.1% | 14,398 | $315K |
| Canal Capital Management, LLC | 0.05% | Add +18.2% | 13,567 | $295K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +5.3% | 12,622 | $275K |
| MML Investors Services, LLC | 0.00% | Add +8.9% | 12,006 | $261K |
| HRT Financial LP | 0.00% | New | 11,830 | $257K |
| WNY Asset Management, LLC | 0.03% | Add +1.2% | 11,592 | $252K |
| Cetera Investment Advisers | 0.00% | Reduce -7.9% | 11,556 | $252K |
| Avior Wealth Management, LLC | 0.01% | Add +137.8% | 10,743 | $234K |
| Compound Planning, Inc. | 0.01% | New | 10,743 | $234K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 10,380 | $226K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 9,895 | $216K |
| Rossby Financial, LCC | 0.14% | — | 9,777 | $213K |
| Etesian Wealth Advisors, Inc. | 0.09% | New | 9,313 | $203K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.5% | 9,061 | $197K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.1% | 7,633 | $166K |
| Cwm, LLC | 0.00% | New | 5,058 | $110K |
| Millstone Evans Group, LLC | 0.07% | — | 4,389 | $96K |
| Global Retirement Partners, LLC | 0.00% | Add +13.8% | 4,338 | $94K |
| Financial Gravity Companies, Inc. | 0.02% | Add +1.1% | 4,098 | $89K |
"% 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.