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