Perigon Wealth Management’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 | $2.03M | Buy |
91,391
+8,263
| +10% | +$184K | 0.05% | 322 |
|
|
2025
Q1 | $1.84M | Sell |
83,128
-76,440
| -48% | -$1.7M | 0.05% | 317 |
|
|
2024
Q4 | $3.44M | Buy |
159,568
+94,610
| +146% | +$2.04M | 0.08% | 217 |
|
|
2024
Q3 | $1.47M | Buy |
+64,958
| New | +$1.47M | 0.04% | 336 |
|
|
2021
Q1 | – | Sell |
-1,600
| Closed | -$43K | – | 840 |
|
|
2020
Q4 | $43K | Buy |
+1,600
| New | +$43K | 0.01% | 787 |
|