Avantax Planning Partners’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
22,952
-9,852
| -30% | -$219K | 0.02% | 265 |
|
|
2025
Q1 | $728K | Buy |
32,804
+885
| +3% | +$19.6K | 0.03% | 206 |
|
|
2024
Q4 | $695K | Buy |
31,919
+730
| +2% | +$15.9K | 0.03% | 209 |
|
|
2024
Q3 | $708K | Sell |
31,189
-27,080
| -46% | -$615K | 0.03% | 205 |
|
|
2024
Q2 | $1.27M | Sell |
58,269
-2,284
| -4% | -$49.8K | 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% | -$69.7K | 0.05% | 151 |
|
|
2023
Q3 | $1.33M | Sell |
63,184
-7,395
| -10% | -$156K | 0.06% | 141 |
|
|
2023
Q2 | $1.55M | Buy |
70,579
+10,735
| +18% | +$236K | 0.06% | 127 |
|
|
2023
Q1 | $1.34M | Buy |
59,844
+6,239
| +12% | +$139K | 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% | -$213K | 0.04% | 169 |
|
|
2022
Q2 | $1.11M | Sell |
48,329
-13,230
| -21% | -$302K | 0.05% | 144 |
|
|
2022
Q1 | $1.49M | Sell |
61,559
-47,434
| -44% | -$1.14M | 0.06% | 122 |
|
|
2021
Q4 | $2.8M | Buy |
108,993
+22,456
| +26% | +$577K | 0.12% | 78 |
|
|
2021
Q3 | $2.24M | Buy |
86,537
+11,596
| +15% | +$300K | 0.1% | 80 |
|
|
2021
Q2 | $1.96M | Sell |
74,941
-448
| -0.6% | -$11.7K | 0.09% | 87 |
|
|
2021
Q1 | $1.95M | Sell |
75,389
-3,771
| -5% | -$97.4K | 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% | -$94.4K | 0.1% | 87 |
|
|
2020
Q2 | $1.99M | Sell |
73,684
-4,005
| -5% | -$108K | 0.11% | 76 |
|
|
2020
Q1 | $2.06M | Sell |
77,689
-1,349
| -2% | -$35.8K | 0.14% | 57 |
|
|
2019
Q4 | $2.02M | Buy |
79,038
+9,080
| +13% | +$232K | 0.12% | 69 |
|
|
2019
Q3 | $1.8M | Buy |
69,958
+43,099
| +160% | +$1.11M | 0.11% | 72 |
|
|
2019
Q2 | $680K | Buy |
26,859
+583
| +2% | +$14.8K | 0.04% | 136 |
|
|
2019
Q1 | $653K | Buy |
+26,276
| New | +$653K | 0.05% | 139 |
|