Walkner Condon Financial Advisors’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 | $469K | Hold |
21,072
| – | – | 0.09% | 169 |
|
|
2025
Q1 | $467K | Buy |
21,072
+6,494
| +45% | +$144K | 0.09% | 167 |
|
|
2024
Q4 | $318K | Sell |
14,578
-17,618
| -55% | -$384K | 0.06% | 209 |
|
|
2024
Q3 | $731K | Sell |
32,196
-208
| -0.6% | -$4.72K | 0.15% | 117 |
|
|
2024
Q2 | $707K | Sell |
32,404
-1,698
| -5% | -$37.1K | 0.15% | 113 |
|
|
2024
Q1 | $749K | Buy |
34,102
+53
| +0.2% | +$1.16K | 0.16% | 113 |
|
|
2023
Q4 | $758K | Sell |
34,049
-6,600
| -16% | -$147K | 0.17% | 111 |
|
|
2023
Q3 | $858K | Sell |
40,649
-2,754
| -6% | -$58.1K | 0.23% | 93 |
|
|
2023
Q2 | $954K | Sell |
43,403
-11,270
| -21% | -$248K | 0.25% | 88 |
|
|
2023
Q1 | $1.22M | Buy |
54,673
+7,314
| +15% | +$163K | 0.34% | 65 |
|
|
2022
Q4 | $1.03M | Sell |
47,359
-17,004
| -26% | -$370K | 0.31% | 68 |
|
|
2022
Q3 | $1.39M | Buy |
64,363
+791
| +1% | +$17.1K | 0.45% | 51 |
|
|
2022
Q2 | $1.45M | Sell |
63,572
-20,659
| -25% | -$473K | 0.46% | 54 |
|
|
2022
Q1 | $2.03M | Buy |
+84,231
| New | +$2.03M | 0.58% | 43 |
|
|
2021
Q3 | – | Sell |
-86,305
| Closed | -$2.25M | – | 162 |
|
|
2021
Q2 | $2.25M | Sell |
86,305
-44,750
| -34% | -$1.17M | 0.83% | 33 |
|
|
2021
Q1 | $3.38M | Sell |
131,055
-3,552
| -3% | -$91.7K | 1.32% | 19 |
|
|
2020
Q4 | $3.61M | Buy |
134,607
+18,826
| +16% | +$504K | 1.56% | 18 |
|
|
2020
Q3 | $3.12M | Buy |
115,781
+16,307
| +16% | +$439K | 1.67% | 12 |
|
|
2020
Q2 | $2.69M | Sell |
99,474
-10,616
| -10% | -$287K | 2.37% | 10 |
|
|
2020
Q1 | $2.92M | Buy |
110,090
+2,001
| +2% | +$53K | 3.12% | 9 |
|
|
2019
Q4 | $2.76M | Buy |
+108,089
| New | +$2.76M | 2.66% | 10 |
|