Walkner Condon Financial Advisors’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Sell |
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|
2025
Q2 | $469K | Hold |
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|
2025
Q1 | $467K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $731K | Sell |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $858K | Sell |
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|
2023
Q2 | $954K | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $3.38M | Sell |
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|
2020
Q4 | $3.61M | Buy |
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|
2020
Q3 | $3.12M | Buy |
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|
2020
Q2 | $2.69M | Sell |
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|
2020
Q1 | $2.92M | Buy |
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|
2019
Q4 | $2.76M | Buy |
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