EverSource Wealth Advisors’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
2026 Q1	$9.22K	Hold	415	–	–	﹤0.01%	2956
2025 Q4	$9.28K	Hold	415	–	–	﹤0.01%	2840
2025 Q3	$9.32K	Hold	415	–	–	﹤0.01%	2858
2025 Q2	$9.24K	Hold	415	–	–	﹤0.01%	2862
2025 Q1	$9.21K	Hold	415	–	–	﹤0.01%	2153
2024 Q4	$9.04K	Hold	415	–	–	﹤0.01%	2050
2024 Q3	$9.42K	Sell	415 -1,251	-75%	-$28K	﹤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%	889
2022 Q4	$36.3K	Sell	1,666 -5,565	-77%	-$121K	0.01%	877
2022 Q3	$157K	Buy	7,231 +53	+0.7%	+$1.21K	0.04%	334
2022 Q2	$164K	Buy	7,178 +66	+0.9%	+$1.53K	0.04%	285
2022 Q1	$172K	Buy	7,112 +5,127	+258%	+$127K	0.04%	268
2021 Q4	$51K	Buy	+1,985	New	+$51.2K	0.01%	425