Kelman-Lazarov Inc’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$692K	Buy	31,162 +733	+2%	+$16.4K	0.1%	81
2025 Q4	$680K	Buy	30,429 +570	+2%	+$12.8K	0.1%	79
2025 Q3	$670K	Sell	29,859 -201	-0.7%	-$4.47K	0.1%	76
2025 Q2	$669K	Sell	30,060 -27	-0.1%	-$593	0.11%	69
2025 Q1	$667K	Buy	30,087 +103	+0.3%	+$2.26K	0.12%	64
2024 Q4	$653K	Buy	29,984 +103	+0.3%	+$2.27K	0.12%	64
2024 Q3	$678K	Buy	29,881 +94	+0.3%	+$2.1K	0.12%	61
2024 Q2	$650K	Buy	29,787 +617	+2%	+$13.4K	0.12%	58
2024 Q1	$641K	Sell	29,170 -278	-0.9%	-$6.1K	0.13%	59
2023 Q4	$656K	Buy	29,448 +7,658	+35%	+$163K	0.14%	56
2023 Q3	$460K	Buy	21,790 +3,114	+17%	+$67.2K	0.11%	66
2023 Q2	$411K	Sell	18,676 -134	-0.7%	-$2.97K	0.1%	70
2023 Q1	$420K	Buy	18,810 +1,079	+6%	+$23.9K	0.11%	66
2022 Q4	$386K	Sell	17,731 -9,258	-34%	-$201K	0.11%	66
2022 Q3	$584K	Sell	26,989 -142	-0.5%	-$3.23K	0.2%	46
2022 Q2	$620K	Sell	27,131 -19,462	-42%	-$450K	0.21%	43
2022 Q1	$1.12M	Sell	46,593 -1,628	-3%	-$40.3K	0.37%	30
2021 Q4	$1.24M	Buy	48,221 +519	+1%	+$13.4K	0.4%	30
2021 Q3	$1.24M	Buy	47,702 +7,740	+19%	+$203K	0.43%	28
2021 Q2	$1.04M	Buy	39,962 +19,840	+99%	+$515K	0.36%	30
2021 Q1	$520K	Buy	+20,122	New	+$529K	0.19%	44