Kelman-Lazarov Inc’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 | $669K | Sell |
30,060
-27
| -0.1% | -$601 | 0.11% | 69 |
|
|
2025
Q1 | $667K | Buy |
30,087
+103
| +0.3% | +$2.29K | 0.12% | 64 |
|
|
2024
Q4 | $653K | Buy |
29,984
+103
| +0.3% | +$2.24K | 0.12% | 64 |
|
|
2024
Q3 | $678K | Buy |
29,881
+94
| +0.3% | +$2.13K | 0.12% | 61 |
|
|
2024
Q2 | $650K | Buy |
29,787
+617
| +2% | +$13.5K | 0.12% | 58 |
|
|
2024
Q1 | $641K | Sell |
29,170
-278
| -0.9% | -$6.11K | 0.13% | 59 |
|
|
2023
Q4 | $656K | Buy |
29,448
+7,658
| +35% | +$170K | 0.14% | 56 |
|
|
2023
Q3 | $460K | Buy |
21,790
+3,114
| +17% | +$65.7K | 0.11% | 66 |
|
|
2023
Q2 | $411K | Sell |
18,676
-134
| -0.7% | -$2.95K | 0.1% | 70 |
|
|
2023
Q1 | $420K | Buy |
18,810
+1,079
| +6% | +$24.1K | 0.11% | 66 |
|
|
2022
Q4 | $386K | Sell |
17,731
-9,258
| -34% | -$202K | 0.11% | 66 |
|
|
2022
Q3 | $584K | Sell |
26,989
-142
| -0.5% | -$3.07K | 0.2% | 46 |
|
|
2022
Q2 | $620K | Sell |
27,131
-19,462
| -42% | -$445K | 0.21% | 43 |
|
|
2022
Q1 | $1.12M | Sell |
46,593
-1,628
| -3% | -$39.3K | 0.37% | 30 |
|
|
2021
Q4 | $1.24M | Buy |
48,221
+519
| +1% | +$13.3K | 0.4% | 30 |
|
|
2021
Q3 | $1.24M | Buy |
47,702
+7,740
| +19% | +$200K | 0.43% | 28 |
|
|
2021
Q2 | $1.04M | Buy |
39,962
+19,840
| +99% | +$517K | 0.36% | 30 |
|
|
2021
Q1 | $520K | Buy |
+20,122
| New | +$520K | 0.19% | 44 |
|