Silver Oak Advisory Group’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 | $2.65M | Sell |
118,862
-727
| -0.6% | -$16.2K | 1.28% | 15 |
|
2025
Q1 | $2.65M | Sell |
119,589
-6,593
| -5% | -$146K | 1.41% | 13 |
|
2024
Q4 | $2.75M | Buy |
126,182
+27
| +0% | +$588 | 1.45% | 13 |
|
2024
Q3 | $2.86M | Buy |
126,155
+26,437
| +27% | +$600K | 1.47% | 13 |
|
2024
Q2 | $2.18M | Buy |
99,718
+1,853
| +2% | +$40.4K | 1.21% | 14 |
|
2024
Q1 | $2.15M | Sell |
97,865
-3,125
| -3% | -$68.7K | 1.21% | 15 |
|
2023
Q4 | $2.25M | Buy |
100,990
+13,631
| +16% | +$303K | 1.32% | 13 |
|
2023
Q3 | $1.84M | Buy |
87,359
+50,286
| +136% | +$1.06M | 1.19% | 14 |
|
2023
Q2 | $815K | Buy |
37,073
+326
| +0.9% | +$7.17K | 0.53% | 23 |
|
2023
Q1 | $821K | Buy |
36,747
+765
| +2% | +$17.1K | 0.55% | 22 |
|
2022
Q4 | $783K | Buy |
35,982
+12,669
| +54% | +$276K | 0.55% | 23 |
|
2022
Q3 | $505K | Sell |
23,313
-12,643
| -35% | -$274K | 0.38% | 29 |
|
2022
Q2 | $822K | Buy |
35,956
+14,751
| +70% | +$337K | 0.58% | 23 |
|
2022
Q1 | $511K | Buy |
+21,205
| New | +$511K | 0.33% | 30 |
|