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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $620K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $520K | Buy |
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