Gerber Kawasaki Wealth & Investment 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
Q2
$335K Sell
15,044
-2,026
-12% -$45.1K 0.01% 243
2025
Q1
$379K Buy
17,070
+1,527
+10% +$33.9K 0.02% 215
2024
Q4
$339K Sell
15,543
-831
-5% -$18.1K 0.01% 220
2024
Q3
$372K Sell
16,374
-1,299
-7% -$29.5K 0.02% 211
2024
Q2
$386K Buy
+17,673
New +$386K 0.02% 197