Legacy Financial Group (Iowa)’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
31,370
-2,284
| -7% | -$50.8K | 0.1% | 62 |
|
|
2025
Q1 | $747K | Sell |
33,654
-2,510
| -7% | -$55.7K | 0.11% | 55 |
|
|
2024
Q4 | $788K | Sell |
36,164
-1,451
| -4% | -$31.6K | 0.13% | 56 |
|
|
2024
Q3 | $854K | Buy |
37,615
+538
| +1% | +$12.2K | 0.16% | 43 |
|
|
2024
Q2 | $809K | Buy |
37,077
+820
| +2% | +$17.9K | 0.16% | 53 |
|
|
2024
Q1 | $797K | Buy |
+36,257
| New | +$797K | 0.16% | 51 |
|
|
2023
Q4 | – | Sell |
-35,328
| Closed | -$745K | – | 347 |
|
|
2023
Q3 | $745K | Buy |
35,328
+2,053
| +6% | +$43.3K | 0.18% | 50 |
|
|
2023
Q2 | $732K | Buy |
33,275
+1,042
| +3% | +$22.9K | 0.19% | 38 |
|
|
2023
Q1 | $720K | Sell |
32,233
-29
| -0.1% | -$648 | 0.2% | 37 |
|
|
2022
Q4 | $702K | Buy |
32,262
+13,057
| +68% | +$284K | 0.21% | 36 |
|
|
2022
Q3 | $416K | Buy |
+19,205
| New | +$416K | 0.14% | 31 |
|