Wealthcare Advisory Partners’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 | $498K | Sell |
22,362
-813
| -4% | -$18.1K | 0.01% | 642 |
|
|
2025
Q1 | $514K | Buy |
23,175
+3,859
| +20% | +$85.6K | 0.01% | 589 |
|
|
2024
Q4 | $421K | Buy |
19,316
+2,305
| +14% | +$50.2K | 0.01% | 616 |
|
|
2024
Q3 | $386K | Sell |
17,011
-4,640
| -21% | -$105K | 0.01% | 636 |
|
|
2024
Q2 | $472K | Buy |
21,651
+917
| +4% | +$20K | 0.01% | 550 |
|
|
2024
Q1 | $456K | Buy |
20,734
+869
| +4% | +$19.1K | 0.01% | 557 |
|
|
2023
Q4 | $442K | Sell |
19,865
-1,741
| -8% | -$38.8K | 0.02% | 507 |
|
|
2023
Q3 | $456K | Buy |
21,606
+1,791
| +9% | +$37.8K | 0.02% | 454 |
|
|
2023
Q2 | $436K | Buy |
19,815
+9,283
| +88% | +$204K | 0.02% | 472 |
|
|
2023
Q1 | $235K | Buy |
10,532
+58
| +0.6% | +$1.3K | 0.01% | 652 |
|
|
2022
Q4 | $228K | Buy |
10,474
+18
| +0.2% | +$392 | 0.01% | 617 |
|
|
2022
Q3 | $226K | Buy |
10,456
+419
| +4% | +$9.06K | 0.01% | 547 |
|
|
2022
Q2 | $230K | Sell |
10,037
-646
| -6% | -$14.8K | 0.01% | 490 |
|
|
2022
Q1 | $258K | Buy |
+10,683
| New | +$258K | 0.02% | 459 |
|
|
2021
Q2 | – | Sell |
-319
| Closed | -$8K | – | 1399 |
|
|
2021
Q1 | $8K | Buy |
+319
| New | +$8K | ﹤0.01% | 1526 |
|