Avantax Planning Partners’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	$431K	Sell	19,400 -1,889	-9%	-$42.3K	0.01%	297
2025 Q4	$476K	Sell	21,289 -70	-0.3%	-$1.57K	0.01%	279
2025 Q3	$480K	Sell	21,359 -1,593	-7%	-$35.4K	0.01%	273
2025 Q2	$511K	Sell	22,952 -9,852	-30%	-$216K	0.02%	265
2025 Q1	$728K	Buy	32,804 +885	+3%	+$19.4K	0.03%	206
2024 Q4	$695K	Buy	31,919 +730	+2%	+$16.1K	0.03%	209
2024 Q3	$708K	Sell	31,189 -27,080	-46%	-$606K	0.03%	205
2024 Q2	$1.27M	Sell	58,269 -2,284	-4%	-$49.4K	0.04%	188
2024 Q1	$1.33M	Buy	60,553 +502	+0.8%	+$11K	0.04%	187
2023 Q4	$1.34M	Sell	60,051 -3,133	-5%	-$66.9K	0.05%	151
2023 Q3	$1.33M	Sell	63,184 -7,395	-10%	-$160K	0.06%	141
2023 Q2	$1.55M	Buy	70,579 +10,735	+18%	+$238K	0.06%	127
2023 Q1	$1.34M	Buy	59,844 +6,239	+12%	+$138K	0.05%	140
2022 Q4	$1.17M	Buy	53,605 +15,123	+39%	+$329K	0.05%	147
2022 Q3	$833K	Sell	38,482 -9,847	-20%	-$224K	0.04%	169
2022 Q2	$1.1M	Sell	48,329 -13,230	-21%	-$306K	0.05%	144
2022 Q1	$1.49M	Sell	61,559 -47,434	-44%	-$1.17M	0.06%	122
2021 Q4	$2.8M	Buy	108,993 +22,456	+26%	+$579K	0.12%	78
2021 Q3	$2.24M	Buy	86,537 +11,596	+15%	+$303K	0.1%	80
2021 Q2	$1.96M	Sell	74,941 -448	-0.6%	-$11.6K	0.09%	87
2021 Q1	$1.95M	Sell	75,389 -3,771	-5%	-$99.1K	0.1%	87
2020 Q4	$2.12M	Buy	79,160 +8,981	+13%	+$241K	0.11%	78
2020 Q3	$1.89M	Sell	70,179 -3,505	-5%	-$95.1K	0.1%	87
2020 Q2	$1.99M	Sell	73,684 -4,005	-5%	-$107K	0.11%	76
2020 Q1	$2.06M	Sell	77,689 -1,349	-2%	-$35.1K	0.14%	57
2019 Q4	$2.02M	Buy	79,038 +9,080	+13%	+$233K	0.12%	69
2019 Q3	$1.8M	Buy	69,958 +43,099	+160%	+$1.1M	0.11%	72
2019 Q2	$680K	Buy	26,859 +583	+2%	+$14.5K	0.04%	136
2019 Q1	$653K	Buy	+26,276	New	+$642K	0.05%	139