NUBD — NUSHARES ETF TR

Ownership history in Silver Oak Advisory Group, Inc.  ·  16 quarters on record

AI Ownership Summary

Silver Oak Advisory Group, Inc. reported NUSHARES ETF TR (NUBD) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.47% in 2024 Q3. The latest visible filing shows NUBD at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NUBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Silver Oak Advisory Group, Inc.'s position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NUBD was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NUBD stock page Silver Oak Advisory Group, Inc. fund profile Silver Oak Advisory Group, Inc. full holdings
How Silver Oak Advisory Group, Inc. held NUBD — position size vs. price
% of Fund (quarterly)    NUBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 104,309 -2,878 -2.7% 1.05% $2.3M 2026-02-14 (Est.) $22.45
2025 Q3 REDUCED 107,187 -11,675 -9.8% 1.09% $2.4M 2025-11-07 $22.09
2025 Q2 REDUCED 118,862 -727 -0.6% 1.28% $2.6M 2025-07-31 $21.46
2025 Q1 REDUCED 119,589 -6,593 -5.2% 1.41% $2.7M 2025-05-09 $21.13
2024 Q4 ADDED 126,182 +27 +0.0% 1.45% $2.7M 2025-02-07 $20.88
2024 Q3 ADDED 126,155 +26,437 +26.5% 1.47% $2.9M 2024-11-08 $20.91
2024 Q2 ADDED 99,718 +1,853 +1.9% 1.21% $2.2M 2024-08-01 $20.89
2024 Q1 REDUCED 97,865 -3,125 -3.1% 1.21% $2.2M 2024-05-03 $20.01
2023 Q4 ADDED 100,990 +13,631 +15.6% 1.32% $2.2M 2024-02-02 $20.38
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NUBD

As of 2026 Q1 — sorted by position size

Colorado Capital Management, Inc. 3Y 7Y 1.33% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.75% CGN Advisors LLC 3Y 0.74% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.61% BayBridge Capital Group, LLC 0.43% Sensenig Capital Advisors, Inc 0.23% Composition Wealth, LLC 3Y 7Y 0.12% LIFELONG WEALTH ADVISORS, INC. 0.11% Perigon Wealth Management, LLC 3Y 7Y 0.08% MJT & Associates Financial Advisory Group, Inc. 0.05%

FAQ About Silver Oak Advisory Group, Inc. and NUBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Silver Oak Advisory Group, Inc. reported owning NUBD?

Silver Oak Advisory Group, Inc. reported NUBD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NUBD position in Silver Oak Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for NUBD was 1.47% in 2024 Q3.

What is the latest reported NUBD position on this page?

The most recent filing on this page is 2025 Q4, when Silver Oak Advisory Group, Inc. reported 104,309 shares, equal to 1.05% of portfolio, with an estimated market value of $2.3M.

What does the chart on this NUBD ownership page compare?

The chart compares Silver Oak Advisory Group, Inc.'s quarterly NUBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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