CTWM
Cherry Tree Wealth Management’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 | $330K | Sell |
14,825
-2,750
| -16% | -$61.2K | 0.08% | 117 |
|
|
2025
Q1 | $390K | Hold |
17,575
| – | – | 0.09% | 109 |
|
|
2024
Q4 | $383K | Sell |
17,575
-1,150
| -6% | -$25K | 0.09% | 112 |
|
|
2024
Q3 | $425K | Buy |
18,725
+769
| +4% | +$17.5K | 0.1% | 107 |
|
|
2024
Q2 | $392K | Hold |
17,956
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $394K | Buy |
17,956
+2,967
| +20% | +$65.2K | 0.1% | 106 |
|
|
2023
Q4 | $334K | Sell |
14,989
-3,316
| -18% | -$73.8K | 0.09% | 114 |
|
|
2023
Q3 | $386K | Hold |
18,305
| – | – | 0.11% | 95 |
|
|
2023
Q2 | $402K | Buy |
+18,305
| New | +$402K | 0.12% | 94 |
|