SAG
SageView Advisory 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 | $795K | Sell |
36,085
-1,012
| -3% | -$22.3K | 0.03% | 275 |
|
|
2025
Q1 | $823K | Sell |
37,097
-70,257
| -65% | -$1.56M | 0.04% | 255 |
|
|
2024
Q4 | $2.34M | Buy |
107,354
+383
| +0.4% | +$8.34K | 0.1% | 111 |
|
|
2024
Q3 | $2.43M | Buy |
+106,971
| New | +$2.43M | 0.12% | 99 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 110 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 716 |
|
|
2023
Q4 | – | Sell |
-96,373
| Closed | -$2.03M | – | 111 |
|
|
2023
Q3 | $2.03M | Buy |
96,373
+3,931
| +4% | +$82.9K | 0.12% | 108 |
|
|
2023
Q2 | $2.03M | Sell |
92,442
-2,680
| -3% | -$58.9K | 0.11% | 117 |
|
|
2023
Q1 | $2.13M | Buy |
95,122
+5,178
| +6% | +$116K | 0.14% | 107 |
|
|
2022
Q4 | $1.96M | Buy |
+89,944
| New | +$1.96M | 0.16% | 101 |
|