LGWM
Litman Gregory Wealth Management’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 | $1.23M | Buy |
55,194
+144
| +0.3% | +$3.21K | 0.1% | 70 |
|
|
2025
Q1 | $1.22M | Buy |
55,050
+33,995
| +161% | +$754K | 0.1% | 70 |
|
|
2024
Q4 | $459K | Sell |
21,055
-2,784
| -12% | -$60.6K | 0.04% | 88 |
|
|
2024
Q3 | $541K | Sell |
23,839
-20,477
| -46% | -$465K | 0.05% | 83 |
|
|
2024
Q2 | $967K | Buy |
44,316
+40
| +0.1% | +$873 | 0.09% | 71 |
|
|
2024
Q1 | $973K | Hold |
44,276
| – | – | 0.09% | 73 |
|
|
2023
Q4 | $986K | Buy |
44,276
+7,285
| +20% | +$162K | 0.09% | 72 |
|
|
2023
Q3 | $781K | Buy |
36,991
+62
| +0.2% | +$1.31K | 0.08% | 74 |
|
|
2023
Q2 | $812K | Buy |
+36,929
| New | +$812K | 0.1% | 48 |
|
|
2023
Q1 | – | Sell |
-36,792
| Closed | -$801K | – | 77 |
|
|
2022
Q4 | $801K | Sell |
36,792
-19,064
| -34% | -$415K | 0.11% | 48 |
|
|
2022
Q3 | $1.21M | Buy |
55,856
+2,008
| +4% | +$43.5K | 0.19% | 35 |
|
|
2022
Q2 | $1.23M | Buy |
53,848
+58
| +0.1% | +$1.33K | 0.18% | 43 |
|
|
2022
Q1 | $1.3M | Sell |
53,790
-355
| -0.7% | -$8.56K | 0.19% | 42 |
|
|
2021
Q4 | $1.39M | Sell |
54,145
-9,975
| -16% | -$256K | 0.24% | 41 |
|
|
2021
Q3 | $1.66M | Buy |
64,120
+61,608
| +2,453% | +$1.59M | 0.31% | 37 |
|
|
2021
Q2 | $2.51K | Sell |
2,512
-91,889
| -97% | -$91.9K | 0.47% | 28 |
|
|
2021
Q1 | $2.44M | Buy |
94,401
+1,540
| +2% | +$39.8K | 0.48% | 26 |
|
|
2020
Q4 | $2.49M | Buy |
92,861
+465
| +0.5% | +$12.5K | 0.46% | 28 |
|
|
2020
Q3 | $2.49M | Buy |
92,396
+29,158
| +46% | +$785K | 0.51% | 24 |
|
|
2020
Q2 | $1.71M | Buy |
63,238
+14,062
| +29% | +$380K | 0.38% | 29 |
|
|
2020
Q1 | $1.3M | Buy |
49,176
+3,261
| +7% | +$86.5K | 0.33% | 30 |
|
|
2019
Q4 | $1.17M | Buy |
45,915
+10,791
| +31% | +$276K | 0.26% | 31 |
|
|
2019
Q3 | $903K | Buy |
35,124
+16,168
| +85% | +$416K | 0.22% | 33 |
|
|
2019
Q2 | $481K | Buy |
18,956
+18,541
| +4,468% | +$470K | 0.13% | 39 |
|
|
2019
Q1 | $10K | Hold |
415
| – | – | ﹤0.01% | 107 |
|
|
2018
Q4 | $10K | Buy |
+415
| New | +$10K | ﹤0.01% | 114 |
|