SFP
Sandbox Financial Partners’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 | $386K | Sell |
17,354
-1,246
| -7% | -$27.7K | 0.12% | 79 |
|
|
2025
Q1 | $413K | Sell |
18,600
-523
| -3% | -$11.6K | 0.15% | 72 |
|
|
2024
Q4 | $416K | Buy |
19,123
+185
| +1% | +$4.03K | 0.14% | 72 |
|
|
2024
Q3 | $430K | Buy |
18,938
+139
| +0.7% | +$3.16K | 0.15% | 67 |
|
|
2024
Q2 | $410K | Sell |
18,799
-827
| -4% | -$18K | 0.16% | 68 |
|
|
2024
Q1 | $431K | Sell |
19,626
-1,165
| -6% | -$25.6K | 0.18% | 65 |
|
|
2023
Q4 | $463K | Sell |
20,791
-5,412
| -21% | -$120K | 0.22% | 57 |
|
|
2023
Q3 | $553K | Sell |
26,203
-569
| -2% | -$12K | 0.29% | 47 |
|
|
2023
Q2 | $589K | Sell |
26,772
-1,960
| -7% | -$43.1K | 0.31% | 45 |
|
|
2023
Q1 | $642K | Sell |
28,732
-4,884
| -15% | -$109K | 0.39% | 38 |
|
|
2022
Q4 | $732K | Sell |
33,616
-13,185
| -28% | -$287K | 0.51% | 31 |
|
|
2022
Q3 | $1.01M | Buy |
46,801
+6,312
| +16% | +$137K | 0.74% | 21 |
|
|
2022
Q2 | $926K | Buy |
40,489
+187
| +0.5% | +$4.28K | 0.66% | 23 |
|
|
2022
Q1 | $972K | Sell |
40,302
-6,547
| -14% | -$158K | 0.56% | 26 |
|
|
2021
Q4 | $1.2M | Buy |
46,849
+559
| +1% | +$14.4K | 0.76% | 23 |
|
|
2021
Q3 | $1.2M | Buy |
+46,290
| New | +$1.2M | 0.85% | 25 |
|