AWA
Aaron Wealth Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
12,003
| – | – | 0.03% | 389 |
|
|
2025
Q1 | $266K | Buy |
12,003
+2,108
| +21% | +$46.8K | 0.03% | 359 |
|
|
2024
Q4 | $216K | Hold |
9,895
| – | – | 0.03% | 418 |
|
|
2024
Q3 | $225K | Hold |
9,895
| – | – | 0.03% | 385 |
|
|
2024
Q2 | $216K | Sell |
9,895
-70
| -0.7% | -$1.53K | 0.03% | 301 |
|
|
2024
Q1 | $219K | Sell |
9,965
-317
| -3% | -$6.96K | 0.03% | 280 |
|
|
2023
Q4 | $229K | Buy |
+10,282
| New | +$229K | 0.04% | 224 |
|
|
2023
Q2 | – | Sell |
-8,981
| Closed | -$201K | – | 263 |
|
|
2023
Q1 | $201K | Sell |
8,981
-890
| -9% | -$19.9K | 0.03% | 246 |
|
|
2022
Q4 | $215K | Sell |
9,871
-900
| -8% | -$19.6K | 0.03% | 227 |
|
|
2022
Q3 | $233K | Hold |
10,771
| – | – | 0.04% | 187 |
|
|
2022
Q2 | $246K | Sell |
10,771
-275,963
| -96% | -$6.3M | 0.06% | 169 |
|
|
2022
Q1 | $11.9M | Buy |
286,734
+274,846
| +2,312% | +$11.4M | 0.16% | 64 |
|
|
2021
Q4 | $305K | Buy |
+11,888
| New | +$305K | 0.09% | 142 |
|