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 119,589 shares, down 6,593 (5.2%) from the prior quarter.

Reported value -3.5%; share count -5.2% vs. the prior quarter.

Reduced
% of reported 13F value 1.41% This manager · Q1 2025
Shares 119,589 Quarter-end amount reported
Reported value $2,653,000 Fair value at quarter end
Consecutive quarters held 13 Through Q1 2025

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

123 managers reported NUVEEN ESG U.S. AGGREGATE BOND for Q1 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Reduced 1,399,352 -224,744 < 0.01% $31,044,639 18 qtrs
First Pacific Financial Added 1,047,489 +31,282 4.72% $23,238,552 8 qtrs
Cambridge Investment Research Advisors Inc Reduced 874,788 -9,288 0.07% $19,407,000 26 qtrs
Envestnet Portfolio Solutions Inc Added 733,872 +26,290 0.06% $16,280,954 7 qtrs
Stanich Group LLC Added 569,691 +32,950 9.35% $12,638,522 2 qtrs
ENVESTNET ASSET MANAGEMENT INC Reduced 566,039 -28,827 < 0.01% $12,557,577 27 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 483,425 -82,434 < 0.01% $10,724,774 6 qtrs
LPL Financial LLC Added 453,774 +10,023 < 0.01% $10,066,969 29 qtrs
Bank of America Corporation Reduced 435,538 -159,190 < 0.01% $9,662,404 30 qtrs
Koss-Olinger Consulting LLC Added 381,830 +4,514 0.71% $8,471,000 17 qtrs
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Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 09, 2025
Filing type
13F-HR
Position type
NUVEEN ESG US

Voting authority reported

Sole
0
Shared
0
None
119,589

“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.