WWA
WCG Wealth Advisors’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 | $8.23M | Buy |
369,935
+56,717
| +18% | +$1.26M | 0.53% | 55 |
|
|
2025
Q1 | $6.95M | Buy |
313,218
+7,135
| +2% | +$158K | 0.53% | 59 |
|
|
2024
Q4 | $6.67M | Buy |
306,083
+23,904
| +8% | +$521K | 0.44% | 74 |
|
|
2024
Q3 | $6.41M | Sell |
282,179
-31,924
| -10% | -$725K | 0.43% | 73 |
|
|
2024
Q2 | $6.85M | Buy |
314,103
+19,945
| +7% | +$435K | 0.51% | 61 |
|
|
2024
Q1 | $6.46M | Buy |
294,158
+21,886
| +8% | +$481K | 0.54% | 57 |
|
|
2023
Q4 | $6.06M | Sell |
272,272
-1,542
| -0.6% | -$34.3K | 0.45% | 62 |
|
|
2023
Q3 | $6.63M | Sell |
273,814
-28,655
| -9% | -$694K | 0.49% | 58 |
|
|
2023
Q2 | $6.66M | Buy |
302,469
+16,605
| +6% | +$366K | 0.78% | 39 |
|
|
2023
Q1 | $6.39M | Buy |
285,864
+8,302
| +3% | +$186K | 0.82% | 36 |
|
|
2022
Q4 | $6.04M | Buy |
277,562
+38,221
| +16% | +$832K | 0.83% | 35 |
|
|
2022
Q3 | $5.73M | Buy |
239,341
+23,227
| +11% | +$556K | 0.76% | 36 |
|
|
2022
Q2 | $4.94M | Buy |
+216,114
| New | +$4.94M | 0.69% | 37 |
|