EverSource Wealth Advisors’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 | $9.24K | Hold |
415
| – | – | ﹤0.01% | 2854 |
|
|
2025
Q1 | $9.21K | Hold |
415
| – | – | ﹤0.01% | 2151 |
|
|
2024
Q4 | $9.04K | Hold |
415
| – | – | ﹤0.01% | 2050 |
|
|
2024
Q3 | $9.42K | Sell |
415
-1,251
| -75% | -$28.4K | ﹤0.01% | 1900 |
|
|
2024
Q2 | $37K | Hold |
1,666
| – | – | ﹤0.01% | 1239 |
|
|
2024
Q1 | $35.5K | Hold |
1,666
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q4 | $37.1K | Hold |
1,666
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q3 | $35.2K | Hold |
1,666
| – | – | ﹤0.01% | 937 |
|
|
2023
Q2 | $36.6K | Hold |
1,666
| – | – | ﹤0.01% | 954 |
|
|
2023
Q1 | $37.2K | Hold |
1,666
| – | – | ﹤0.01% | 888 |
|
|
2022
Q4 | $36.3K | Sell |
1,666
-5,565
| -77% | -$121K | 0.01% | 877 |
|
|
2022
Q3 | $157K | Buy |
7,231
+53
| +0.7% | +$1.15K | 0.04% | 334 |
|
|
2022
Q2 | $164K | Buy |
7,178
+66
| +0.9% | +$1.51K | 0.04% | 285 |
|
|
2022
Q1 | $172K | Buy |
7,112
+5,127
| +258% | +$124K | 0.04% | 268 |
|
|
2021
Q4 | $51K | Buy |
+1,985
| New | +$51K | 0.01% | 425 |
|