Institutional Ownership Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3,674
shares
|
$82,297
0.02% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
3,140
shares
|
$70,336
0.06% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,033
shares
|
$67,939
0.03% of portfolio
|
Q3 2022
Reduced 8.78%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,736
shares
|
$61,286
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,697
shares
|
$60,412
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,090
shares
|
$46,816
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,925
shares
|
$43,120
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,278
shares
|
$28,627
0.0% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,026
shares
|
$22,982
0.01% of portfolio
|
Q3 2025
Added 29.06%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
968
shares
|
$21,683
0.0% of portfolio
|
Q3 2025
Reduced 77.77%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
780
shares
|
$17,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
613
shares
|
$13,731
0.0% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
458
shares
|
$10,259
0.0% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
415
shares
|
$9,296
0.0% of portfolio
|
Q3 2024
Reduced 75.09%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
408
shares
|
$9,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
407
shares
|
$9,116
0.0% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
273
shares
|
$6,115
0.0% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
248
shares
|
$5,555
0.0% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
151
shares
|
$3,382
0.0% of portfolio
|
Q3 2021
Added 9.42%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
70
shares
|
$1,568
0.0% of portfolio
|
Q1 2022
Reduced 99.91%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
17
shares
|
$380
0.0% of portfolio
|
Q3 2025
Reduced 99.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|