Axxcess Wealth Management’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 | $1.07M | Sell |
48,113
-1,284
| -3% | -$28.6K | 0.03% | 408 |
|
|
2025
Q1 | $1.1M | Sell |
49,397
-2,983
| -6% | -$66.2K | 0.03% | 371 |
|
|
2024
Q4 | $1.14M | Buy |
52,380
+954
| +2% | +$20.8K | 0.03% | 383 |
|
|
2024
Q3 | $1.17M | Sell |
51,426
-345
| -0.7% | -$7.83K | 0.03% | 359 |
|
|
2024
Q2 | $1.13M | Buy |
51,771
+625
| +1% | +$13.6K | 0.03% | 347 |
|
|
2024
Q1 | $1.12M | Buy |
51,146
+1,916
| +4% | +$42.1K | 0.03% | 347 |
|
|
2023
Q4 | $1.1M | Buy |
49,230
+21,165
| +75% | +$471K | 0.03% | 337 |
|
|
2023
Q3 | $592K | Buy |
+28,065
| New | +$592K | 0.02% | 431 |
|