IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-139
| Closed | -$3.05K | – | 3301 |
|
|
2024
Q1 | $3.05K | Hold |
139
| – | – | ﹤0.01% | 2590 |
|
|
2023
Q4 | $3.09K | Sell |
139
-1,482
| -91% | -$33K | ﹤0.01% | 2561 |
|
|
2023
Q3 | $34.2K | Hold |
1,621
| – | – | ﹤0.01% | 1721 |
|
|
2023
Q2 | $35.6K | Buy |
1,621
+139
| +9% | +$3.06K | ﹤0.01% | 1757 |
|
|
2023
Q1 | $35.9K | Sell |
1,482
-25
| -2% | -$606 | ﹤0.01% | 1744 |
|
|
2022
Q4 | $36K | Hold |
1,507
| – | – | ﹤0.01% | 2464 |
|
|
2022
Q3 | $36K | Hold |
1,507
| – | – | ﹤0.01% | 2638 |
|
|
2022
Q2 | $36K | Hold |
1,507
| – | – | ﹤0.01% | 2400 |
|
|
2022
Q1 | $36K | Buy |
1,507
+476
| +46% | +$11.4K | ﹤0.01% | 2400 |
|
|
2021
Q4 | $26K | Hold |
1,031
| – | – | ﹤0.01% | 1798 |
|
|
2021
Q3 | $27K | Hold |
1,031
| – | – | ﹤0.01% | 1808 |
|
|
2021
Q2 | $27K | Hold |
1,031
| – | – | ﹤0.01% | 1796 |
|
|
2021
Q1 | $27K | Buy |
+1,031
| New | +$27K | ﹤0.01% | 1710 |
|