Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NUBD Stock Details NUBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$202K Buy
2025
Q2 		$170K Buy
2025
Q1 		$117K Buy
2024
Q4 		$110K Buy
2023
Q2 		– Sell
2023
Q1 		$26K Buy