Creative Planning’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Hold
13,280
﹤0.01% 2897
2025
Q1
$295K Sell
13,280
-10,203
-43% -$226K ﹤0.01% 2768
2024
Q4
$511K Sell
23,483
-20,804
-47% -$453K ﹤0.01% 2198
2024
Q3
$1.01M Hold
44,287
﹤0.01% 1505
2024
Q2
$966K Sell
44,287
-49,225
-53% -$1.07M ﹤0.01% 1419
2024
Q1
$2.05M Sell
93,512
-63,904
-41% -$1.4M ﹤0.01% 945
2023
Q4
$3.5M Sell
157,416
-3,668
-2% -$81.7K 0.01% 677
2023
Q3
$3.4M Buy
+161,084
New +$3.4M ﹤0.01% 649
2020
Q3
Sell
-86,385
Closed -$2.34M 1994
2020
Q2
$2.34M Buy
+86,385
New +$2.34M 0.01% 442