IAG Wealth Partners’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 | $112K | Buy |
5,016
+1,700
| +51% | +$37.8K | 0.01% | 140 |
|
|
2025
Q1 | $73.6K | Hold |
3,316
| – | – | 0.01% | 167 |
|
|
2024
Q4 | $72.2K | Hold |
3,316
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $75.3K | Hold |
3,316
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $72.4K | Buy |
3,316
+517
| +18% | +$11.3K | 0.01% | 151 |
|
|
2024
Q1 | $61.5K | Hold |
2,799
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $62.3K | Sell |
2,799
-730
| -21% | -$16.3K | 0.01% | 140 |
|
|
2023
Q3 | $74.5K | Buy |
3,529
+611
| +21% | +$12.9K | 0.02% | 121 |
|
|
2023
Q2 | $64.2K | Hold |
2,918
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $65.2K | Buy |
2,918
+447
| +18% | +$9.99K | 0.02% | 123 |
|
|
2022
Q4 | $53.8K | Sell |
2,471
-713
| -22% | -$15.5K | 0.02% | 137 |
|
|
2022
Q3 | $69K | Sell |
3,184
-202
| -6% | -$4.38K | 0.02% | 103 |
|
|
2022
Q2 | $77K | Buy |
3,386
+1,628
| +93% | +$37K | 0.03% | 100 |
|
|
2022
Q1 | $42K | Buy |
1,758
+840
| +92% | +$20.1K | 0.01% | 155 |
|
|
2021
Q4 | $24K | Hold |
918
| – | – | 0.01% | 206 |
|
|
2021
Q3 | $24K | Hold |
918
| – | – | 0.01% | 184 |
|
|
2021
Q2 | $24K | Buy |
918
+154
| +20% | +$4.03K | 0.01% | 177 |
|
|
2021
Q1 | $20K | Hold |
764
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $21K | Hold |
764
| – | – | 0.01% | 159 |
|
|
2020
Q3 | $21K | Sell |
764
-74
| -9% | -$2.03K | 0.01% | 157 |
|
|
2020
Q2 | $23K | Sell |
838
-604
| -42% | -$16.6K | 0.01% | 150 |
|
|
2020
Q1 | $39K | Sell |
1,442
-826
| -36% | -$22.3K | 0.03% | 104 |
|
|
2019
Q4 | $58K | Buy |
+2,268
| New | +$58K | 0.04% | 97 |
|