Financial Network Wealth Management’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
Q1
$2.46M Sell
110,776
-33,496
-23% -$743K 0.87% 22
2024
Q4
$3.14M Sell
144,272
-491
-0.3% -$10.7K 1.12% 17
2024
Q3
$3.29M Sell
144,763
-556
-0.4% -$12.6K 1.18% 17
2024
Q2
$3.17M Sell
145,319
-464
-0.3% -$10.1K 1.21% 16
2024
Q1
$3.14M Sell
145,783
-2,789
-2% -$60.1K 1.49% 16
2023
Q4
$3.31M Sell
148,572
-18,802
-11% -$419K 1.43% 15
2023
Q3
$3.51M Sell
167,374
-515
-0.3% -$10.8K 1.71% 13
2023
Q2
$3.67M Buy
167,889
+1,010
+0.6% +$22.1K 1.7% 14
2023
Q1
$3.73M Sell
166,879
-4,055
-2% -$90.6K 1.85% 15
2022
Q4
$3.72M Buy
+170,934
New +$3.72M 2.01% 14