IHT Wealth Management’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-8,605
Closed -$216K 641
2019
Q3
$216K Sell
8,605
-1,000
-10% -$25.1K 0.03% 523
2019
Q2
$239K Buy
9,605
+205
+2% +$5.1K 0.03% 452
2019
Q1
$232K Hold
9,400
0.04% 423
2018
Q4
$229K Hold
9,400
0.04% 395
2018
Q3
$228K Hold
9,400
0.05% 381
2018
Q2
$229K Sell
9,400
-2,500
-21% -$60.9K 0.06% 355
2018
Q1
$291K Hold
11,900
0.08% 276
2017
Q4
$295K Buy
11,900
+4,000
+51% +$99.2K 0.08% 284
2017
Q3
$198K Buy
+7,900
New +$198K 0.08% 248