Carson Wealth (CWM LLC)’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 | $170K | Buy |
7,633
+2,375
| +45% | +$52.9K | ﹤0.01% | 2315 |
|
|
2025
Q1 | $117K | Buy |
5,258
+200
| +4% | +$4.45K | ﹤0.01% | 2287 |
|
|
2024
Q4 | $110K | Buy |
+5,058
| New | +$110K | ﹤0.01% | 2219 |
|
|
2023
Q2 | – | Sell |
-1,151
| Closed | -$26K | – | 4361 |
|
|
2023
Q1 | $26K | Buy |
+1,151
| New | +$26K | ﹤0.01% | 2323 |
|