OneDigital Investment 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 | $662K | Sell |
29,751
-3,933
| -12% | -$87.5K | 0.01% | 796 |
|
|
2025
Q1 | $747K | Buy |
33,684
+1,090
| +3% | +$24.2K | 0.01% | 712 |
|
|
2024
Q4 | $710K | Buy |
32,594
+3,982
| +14% | +$86.7K | 0.01% | 755 |
|
|
2024
Q3 | $649K | Buy |
28,612
+15,885
| +125% | +$361K | 0.01% | 827 |
|
|
2024
Q2 | $278K | Buy |
12,727
+295
| +2% | +$6.44K | ﹤0.01% | 1146 |
|
|
2024
Q1 | $273K | Sell |
12,432
-301
| -2% | -$6.61K | ﹤0.01% | 944 |
|
|
2023
Q4 | $283K | Buy |
+12,733
| New | +$283K | 0.01% | 931 |
|
|
2023
Q3 | – | Sell |
-22,505
| Closed | -$495K | – | 1027 |
|
|
2023
Q2 | $495K | Buy |
22,505
+675
| +3% | +$14.8K | 0.01% | 648 |
|
|
2023
Q1 | $488K | Sell |
21,830
-67
| -0.3% | -$1.5K | 0.01% | 632 |
|
|
2022
Q4 | $477K | Buy |
+21,897
| New | +$477K | 0.01% | 533 |
|