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
Q2
$330K Sell
2025
Q1
$390K Hold
2024
Q4
$383K Sell
2024
Q3
$425K Buy
2024
Q2
$392K Hold
2024
Q1
$394K Buy
2023
Q4
$334K Sell
2023
Q3
$386K Hold
2023
Q2
$402K Buy