Keudell/Morrison Wealth Management’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
Q1 | – | Sell |
-22,050
| Closed | -$480K | – | 230 |
|
|
2024
Q4 | $480K | Sell |
22,050
-12,785
| -37% | -$278K | 0.13% | 111 |
|
|
2024
Q3 | $791K | Sell |
34,835
-13,360
| -28% | -$303K | 0.21% | 81 |
|
|
2024
Q2 | $1.05M | Sell |
48,195
-1,695
| -3% | -$37K | 0.31% | 60 |
|
|
2024
Q1 | $1.1M | Buy |
49,890
+7,045
| +16% | +$155K | 0.33% | 59 |
|
|
2023
Q4 | $954K | Sell |
42,845
-330
| -0.8% | -$7.35K | 0.31% | 62 |
|
|
2023
Q3 | $911K | Buy |
43,175
+5,375
| +14% | +$113K | 0.28% | 62 |
|
|
2023
Q2 | $831K | Buy |
37,800
+1,080
| +3% | +$23.7K | 0.24% | 68 |
|
|
2023
Q1 | $821K | Buy |
+36,720
| New | +$821K | 0.24% | 68 |
|