Form 13-F position report

NUVEEN ESG U.S. AGGREGATE BOND

Reported by Silver Oak Advisory Group Inc

ETF profile Manager portfolio Source filing
NUBD CUSIP 67092P870 Manager CIK 0001906937
Latest reported change

Reported 87,359 shares, up 50,286 (135.6%) from the prior quarter.

Reported value 126.1%; share count 135.6% vs. the prior quarter.

Added
% of reported 13F value 1.19% This manager · Q3 2023
Shares 87,359 Quarter-end amount reported
Reported value $1,843,000 Fair value at quarter end
Consecutive quarters held 7 Through Q3 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 101,739 -423 (-0.4%) 0.89% $2,251,000 2026-07-31
Q1 2026 Reduced 102,162 -2,147 (-2.1%) 0.98% $2,269,000 2026-05-01
Q4 2025 Reduced 104,309 -2,878 (-2.7%) 1.05% $2,331,000 2026-02-03
Q3 2025 Reduced 107,187 -11,675 (-9.8%) 1.09% $2,406,000 2025-11-07
Q2 2025 Reduced 118,862 -727 (-0.6%) 1.28% $2,645,000 2025-07-31
Q1 2025 Reduced 119,589 -6,593 (-5.2%) 1.41% $2,653,000 2025-05-09
Q4 2024 Added 126,182 +27 (0.0%) 1.45% $2,748,000 2025-02-07
Q3 2024 Added 126,155 +26,437 (26.5%) 1.47% $2,863,000 2024-11-08
Q2 2024 Added 99,718 +1,853 (1.9%) 1.21% $2,175,000 2024-08-01
Q1 2024 Reduced 97,865 -3,125 (-3.1%) 1.21% $2,151,000 2024-05-03
Q4 2023 Added 100,990 +13,631 (15.6%) 1.32% $2,248,000 2024-02-02
Q3 2023 Added 87,359 +50,286 (135.6%) 1.19% $1,843,000 2023-11-06
Q2 2023 Added 37,073 +326 (0.9%) 0.53% $815,000 2023-08-07
Q1 2023 Added 36,747 +765 (2.1%) 0.55% $821,000 2023-05-05
Q4 2022 Added 35,982 +12,669 (54.3%) 0.55% $783,000 2023-02-13
Q3 2022 Reduced 23,313 -12,643 (-35.2%) 0.38% $505,000 2022-11-01
Q2 2022 Added 35,956 +14,751 (69.6%) 0.58% $822,000 2022-08-11
Q1 2022 New 21,205 +21,205 (0.0%) 0.33% $511,000 2022-05-03
Institutional context

Who else reported the position

98 managers reported NUVEEN ESG U.S. AGGREGATE BOND for Q3 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Legacy Financial Group LLC Added 35,328 +2,053 0.18% $745,421,000 5 qtrs
Cambridge Investment Research Advisors Inc Reduced 1,212,487 -5,412 0.12% $25,583,000 20 qtrs
Envestnet Portfolio Solutions Inc New 755,688 +755,688 0.08% $15,945,021 1 qtr
MORGAN STANLEY Added 586,964 +45,315 < 0.01% $12,384,946 12 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 586,098 -736,964 < 0.01% $12,366,663 21 qtrs
WCG Wealth Advisors LLC Reduced 273,814 -28,655 0.49% $6,629,000 6 qtrs
COLONY GROUP LLC Added 268,947 +12,910 0.09% $5,675,000 16 qtrs
Koss-Olinger Consulting LLC Added 253,485 +99,292 0.79% $5,349,000 11 qtrs
LPL Financial LLC Added 251,062 +35,140 < 0.01% $5,297,399 23 qtrs
Charter Oak Capital Management LLC Added 234,952 +25,093 0.66% $4,957,493 12 qtrs
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Filing details and methodology As reported
Report period
September 30, 2023
Filed
November 06, 2023
Filing type
13F-HR
Position type
NUVEEN ESG US

Voting authority reported

Sole
0
Shared
0
None
87,359

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.