Lifelong Wealth Advisors’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
$425K Buy
19,098
+573
+3% +$12.8K 0.14% 48
2025
Q1
$411K Sell
18,525
-282
-1% -$6.26K 0.19% 42
2024
Q4
$410K Buy
+18,807
New +$410K 0.18% 40