Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio NUBD Stock Details NUBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$464K Sell
20,913
-3,202
-13% -$71.7K 0.06% 84
2025
Q4 		$538K Sell
24,115
-4,010
-14% -$90.1K 0.07% 82
2025
Q3 		$632K Sell
28,125
-3,245
-10% -$72.2K 0.08% 75
2025
Q2 		$698K Sell
31,370
-2,284
-7% -$50.2K 0.1% 62
2025
Q1 		$747K Sell
33,654
-2,510
-7% -$55K 0.11% 55
2024
Q4 		$788K Sell
36,164
-1,451
-4% -$32.1K 0.13% 56
2024
Q3 		$854K Buy
37,615
+538
+1% +$12K 0.16% 43
2024
Q2 		$809K Buy
37,077
+820
+2% +$17.7K 0.16% 53
2024
Q1 		$797K Buy
+36,257
New +$796K 0.16% 51
2023
Q4 		– Sell
-35,328
Closed -$745K – 347
2023
Q3 		$745K Buy
35,328
+2,053
+6% +$44.3K 0.18% 50
2023
Q2 		$732K Buy
33,275
+1,042
+3% +$23.1K 0.19% 38
2023
Q1 		$720K Sell
32,233
-29
-0.1% -$642 0.2% 37
2022
Q4 		$702K Buy
32,262
+13,057
+68% +$284K 0.21% 36
2022
Q3 		$416K Buy
+19,205
New +$437K 0.14% 31

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CA
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WA
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