Boston Standard Wealth Management’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 | $2.66M | Buy |
119,617
+31,756
| +36% | +$707K | 0.48% | 18 |
|
|
2025
Q1 | $1.92M | Sell |
87,861
-8,295
| -9% | -$181K | 0.42% | 20 |
|
|
2024
Q4 | $2.09M | Buy |
96,156
+5,646
| +6% | +$123K | 0.41% | 21 |
|
|
2024
Q3 | $2.06M | Buy |
90,510
+2,649
| +3% | +$60.1K | 0.4% | 21 |
|
|
2024
Q2 | $1.92M | Buy |
87,861
+6,976
| +9% | +$152K | 0.42% | 20 |
|
|
2024
Q1 | $1.78M | Buy |
80,885
+5,491
| +7% | +$121K | 0.4% | 21 |
|
|
2023
Q4 | $1.59M | Hold |
75,394
| – | – | 0.42% | 22 |
|
|
2023
Q3 | $1.59M | Buy |
75,394
+795
| +1% | +$16.8K | 0.42% | 22 |
|
|
2023
Q2 | $1.64M | Buy |
74,599
+3,206
| +4% | +$70.5K | 0.42% | 22 |
|
|
2023
Q1 | $1.6M | Sell |
71,393
-13,068
| -15% | -$292K | 0.46% | 20 |
|
|
2022
Q4 | $1.84M | Buy |
84,461
+440
| +0.5% | +$9.58K | 0.55% | 19 |
|
|
2022
Q3 | $1.82M | Buy |
84,021
+1,513
| +2% | +$32.8K | 0.61% | 19 |
|
|
2022
Q2 | $1.9M | Sell |
82,508
-310
| -0.4% | -$7.13K | 0.61% | 19 |
|
|
2022
Q1 | $2M | Sell |
82,818
-1,184
| -1% | -$28.6K | 0.57% | 19 |
|
|
2021
Q4 | $2.16M | Buy |
84,002
+1,091
| +1% | +$28K | 0.6% | 19 |
|
|
2021
Q3 | $2.15M | Buy |
82,911
+1,585
| +2% | +$41K | 0.64% | 18 |
|
|
2021
Q2 | $2.12M | Buy |
81,326
+15,072
| +23% | +$393K | 0.64% | 18 |
|
|
2021
Q1 | $1.71M | Buy |
66,254
+8,048
| +14% | +$208K | 0.56% | 17 |
|
|
2020
Q4 | $1.56M | Buy |
58,206
+7,573
| +15% | +$203K | 0.58% | 17 |
|
|
2020
Q3 | $1.36M | Buy |
50,633
+359
| +0.7% | +$9.67K | 0.57% | 17 |
|
|
2020
Q2 | $1.36M | Buy |
50,274
+1,394
| +3% | +$37.7K | 0.61% | 18 |
|
|
2020
Q1 | $1.29M | Sell |
48,880
-3,358
| -6% | -$88.8K | 0.7% | 16 |
|
|
2019
Q4 | $1.34M | Buy |
52,238
+383
| +0.7% | +$9.79K | 0.6% | 18 |
|
|
2019
Q3 | $1.33M | Buy |
51,855
+1,942
| +4% | +$50K | 0.64% | 17 |
|
|
2019
Q2 | $1.27M | Buy |
49,913
+14,524
| +41% | +$368K | 0.62% | 18 |
|
|
2019
Q1 | $874K | Buy |
+35,389
| New | +$874K | 0.45% | 21 |
|