Wealth Enhancement Advisory Services’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 | $692K | Sell |
31,356
-3,298
| -10% | -$72.8K | ﹤0.01% | 1962 |
|
2025
Q1 | $769K | Sell |
34,654
-3,763
| -10% | -$83.5K | ﹤0.01% | 1752 |
|
2024
Q4 | $837K | Sell |
38,417
-2,775
| -7% | -$60.4K | ﹤0.01% | 1628 |
|
2024
Q3 | $935K | Sell |
41,192
-1,478
| -3% | -$33.6K | ﹤0.01% | 1435 |
|
2024
Q2 | $931K | Buy |
42,670
+203
| +0.5% | +$4.43K | ﹤0.01% | 1312 |
|
2024
Q1 | $933K | Buy |
42,467
+2,622
| +7% | +$57.6K | ﹤0.01% | 1267 |
|
2023
Q4 | $887K | Buy |
39,845
+17,288
| +77% | +$385K | ﹤0.01% | 1217 |
|
2023
Q3 | $476K | Buy |
+22,557
| New | +$476K | ﹤0.01% | 1450 |
|