Gitterman 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
Q2 | $762K | Sell |
34,221
-483
| -1% | -$10.8K | 0.18% | 25 |
|
|
2025
Q1 | $770K | Buy |
34,704
+4,241
| +14% | +$94.1K | 0.2% | 23 |
|
|
2024
Q4 | $663K | Buy |
30,463
+110
| +0.4% | +$2.4K | 0.28% | 26 |
|
|
2024
Q3 | $689K | Buy |
30,353
+40
| +0.1% | +$908 | 0.29% | 23 |
|
|
2024
Q2 | $661K | Sell |
30,313
-1,302
| -4% | -$28.4K | 0.25% | 19 |
|
|
2024
Q1 | $695K | Sell |
31,615
-27,618
| -47% | -$607K | 0.27% | 18 |
|
|
2023
Q4 | $1.32M | Buy |
59,233
+320
| +0.5% | +$7.12K | 0.59% | 11 |
|
|
2023
Q3 | $1.24M | Buy |
58,913
+2,024
| +4% | +$42.7K | 0.59% | 11 |
|
|
2023
Q2 | $1.25M | Buy |
56,889
+3,895
| +7% | +$85.6K | 0.58% | 10 |
|
|
2023
Q1 | $1.18M | Buy |
52,994
+6,227
| +13% | +$139K | 0.56% | 10 |
|
|
2022
Q4 | $1.02M | Sell |
46,767
-4,154
| -8% | -$90.4K | 0.51% | 14 |
|
|
2022
Q3 | $1.1M | Buy |
50,921
+22,885
| +82% | +$495K | 1.14% | 11 |
|
|
2022
Q2 | $641K | Buy |
28,036
+185
| +0.7% | +$4.23K | 0.6% | 20 |
|
|
2022
Q1 | $672K | Buy |
27,851
+1,690
| +6% | +$40.8K | 0.54% | 22 |
|
|
2021
Q4 | $672K | Buy |
26,161
+4,042
| +18% | +$104K | 0.5% | 27 |
|
|
2021
Q3 | $572K | Buy |
22,119
+3,978
| +22% | +$103K | 0.46% | 26 |
|
|
2021
Q2 | $473K | Buy |
+18,141
| New | +$473K | 0.38% | 30 |
|