LFG
Lockerman Financial Group’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 | $547K | Sell |
24,561
-2,213
| -8% | -$49.3K | 0.74% | 33 |
|
|
2025
Q1 | $594K | Sell |
26,774
-25,235
| -49% | -$560K | 0.9% | 25 |
|
|
2024
Q4 | $1.13M | Buy |
52,009
+994
| +2% | +$21.6K | 1.93% | 9 |
|
|
2024
Q3 | $1.16M | Hold |
51,015
| – | – | 1.96% | 9 |
|
|
2024
Q2 | $1.11M | Sell |
51,015
-7,141
| -12% | -$156K | 2.02% | 9 |
|
|
2024
Q1 | $1.28M | Buy |
58,156
+5,687
| +11% | +$125K | 2.44% | 6 |
|
|
2023
Q4 | $1.17M | Sell |
52,469
-533
| -1% | -$11.9K | 2.7% | 8 |
|
|
2023
Q3 | $1.12M | Sell |
53,002
-492
| -0.9% | -$10.4K | 3.01% | 7 |
|
|
2023
Q2 | $1.18M | Sell |
53,494
-6,407
| -11% | -$141K | 3.27% | 6 |
|
|
2023
Q1 | $1.34M | Sell |
59,901
-1,524
| -2% | -$34.1K | 3.69% | 4 |
|
|
2022
Q4 | $1.34M | Sell |
61,425
-3,846
| -6% | -$83.7K | 3.9% | 4 |
|
|
2022
Q3 | $1.41M | Sell |
65,271
-2,366
| -3% | -$51.2K | 4.07% | 6 |
|
|
2022
Q2 | $1.54M | Sell |
67,637
-2,295
| -3% | -$52.3K | 4.92% | 4 |
|
|
2022
Q1 | $1.68M | Sell |
69,932
-8,971
| -11% | -$216K | 4.55% | 4 |
|
|
2021
Q4 | $2.03M | Buy |
+78,903
| New | +$2.03M | 5.3% | 4 |
|