BAM
Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $68K | Hold |
3,033
| – | – | 0.03% | 160 |
|
|
2022
Q4 | $66K | Hold |
3,033
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $66K | Sell |
3,033
-292
| -9% | -$6.35K | 0.03% | 154 |
|
|
2022
Q2 | $76K | Hold |
3,325
| – | – | 0.03% | 151 |
|
|
2022
Q1 | $80K | Hold |
3,325
| – | – | 0.03% | 149 |
|
|
2021
Q4 | $85K | Hold |
3,325
| – | – | 0.03% | 141 |
|
|
2021
Q3 | $86K | Hold |
3,325
| – | – | 0.04% | 138 |
|
|
2021
Q2 | $87K | Buy |
+3,325
| New | +$87K | 0.04% | 137 |
|