Focus Partners Wealth’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 | $6.88M | Buy |
309,097
+87,730
| +40% | +$1.95M | 0.01% | 579 |
|
2025
Q1 | $4.91M | Sell |
221,367
-87,163
| -28% | -$1.93M | 0.01% | 628 |
|
2024
Q4 | $6.72M | Buy |
308,530
+11,914
| +4% | +$259K | 0.02% | 545 |
|
2024
Q3 | $6.73M | Sell |
296,616
-824
| -0.3% | -$18.7K | 0.02% | 488 |
|
2024
Q2 | $6.49M | Buy |
297,440
+8,958
| +3% | +$195K | 0.02% | 453 |
|
2024
Q1 | $6.34M | Buy |
288,482
+17,035
| +6% | +$374K | 0.05% | 279 |
|
2023
Q4 | $6.04M | Buy |
+271,447
| New | +$6.04M | 0.08% | 210 |
|