Beacon Financial Planning’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
2023 Q4	–	Sell	-14,095	Closed	-$297K	–	36
2023 Q3	$297K	Hold	14,095	–	–	0.26%	26
2023 Q2	$310K	Hold	14,095	–	–	0.26%	23
2023 Q1	$315K	Hold	14,095	–	–	0.3%	18
2022 Q4	$307K	Buy	+14,095	New	+$307K	0.32%	18