Aaron Wealth Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Hold	12,003	–	–	0.02%	599
2025 Q4	$268K	Hold	12,003	–	–	0.01%	594
2025 Q3	$270K	Hold	12,003	–	–	0.02%	550
2025 Q2	$267K	Hold	12,003	–	–	0.03%	389
2025 Q1	$266K	Buy	12,003 +2,108	+21%	+$46.2K	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%	-$1.51K	0.03%	301
2024 Q1	$219K	Sell	9,965 -317	-3%	-$6.96K	0.03%	280
2023 Q4	$229K	Buy	+10,282	New	+$219K	0.04%	224
2023 Q2	–	Sell	-8,981	Closed	-$201K	–	263
2023 Q1	$201K	Sell	8,981 -890	-9%	-$19.7K	0.03%	246
2022 Q4	$215K	Sell	9,871 -900	-8%	-$19.6K	0.03%	228
2022 Q3	$233K	Hold	10,771	–	–	0.04%	187
2022 Q2	$246K	Sell	10,771 -275,963	-96%	-$6.38M	0.06%	169
2022 Q1	$11.9M	Buy	286,734 +274,846	+2,312%	+$6.8M	0.16%	64
2021 Q4	$305K	Buy	+11,888	New	+$306K	0.09%	142