Perigon Wealth Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
56,096
+2,119
+4% +$44.6K 0.03% 430
2025
Q1
$1.13M Buy
53,977
+72
+0.1% +$1.51K 0.03% 424
2024
Q4
$1.11M Sell
53,905
-196
-0.4% -$4.04K 0.03% 426
2024
Q3
$1.17M Buy
54,101
+1,137
+2% +$24.5K 0.03% 393
2024
Q2
$1.1M Buy
+52,964
New +$1.1M 0.03% 353
2021
Q1
Sell
-1,467
Closed -$38K 839
2020
Q4
$38K Buy
+1,467
New +$38K ﹤0.01% 821