Cherry Tree Wealth Management’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $196K | Sell |
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|
2025
Q3 | $291K | Sell |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $402K | Buy |
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