Beaumont Financial Advisors’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $322K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.47M | Buy |
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|
2021
Q4 | $2.6M | Sell |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $2.98M | Sell |
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|
2021
Q1 | $6.65M | Sell |
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|
2020
Q4 | $7.04M | Sell |
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|
2020
Q3 | $7.08M | Sell |
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|
2020
Q2 | $7.62M | Sell |
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|
2020
Q1 | $10.1M | Sell |
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|
2019
Q4 | $12.5M | Sell |
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|
2019
Q3 | $14.9M | Sell |
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|
2019
Q2 | $15.1M | Sell |
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|
2019
Q1 | $16.5M | Buy |
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|
2018
Q4 | $13.7M | Sell |
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|
2018
Q3 | $15.3M | Buy |
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|
2018
Q2 | $14M | Buy |
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|
2018
Q1 | $12.9M | Buy |
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|
2017
Q4 | $578K | Buy |
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|
2017
Q3 | $276K | Sell |
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|
2017
Q2 | $325K | Buy |
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|
2017
Q1 | $302K | Sell |
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|
2016
Q4 | $1.87M | Buy |
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