WealthShield Partners’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
2026 Q1	$5.51K	Hold	248	–	–	﹤0.01%	550
2025 Q4	$5.54K	Hold	248	–	–	﹤0.01%	524
2025 Q3	$5.57K	Hold	248	–	–	﹤0.01%	524
2025 Q2	$5.52K	Hold	248	–	–	﹤0.01%	508
2025 Q1	$5.5K	Hold	248	–	–	﹤0.01%	494
2024 Q4	$5.4K	Sell	248 -35	-12%	-$773	﹤0.01%	459
2024 Q3	$6.42K	Hold	283	–	–	﹤0.01%	456
2024 Q2	$6.17K	Hold	283	–	–	﹤0.01%	435
2024 Q1	$6.22K	Hold	283	–	–	﹤0.01%	438
2023 Q4	$6.3K	Sell	283 -50	-15%	-$1.07K	﹤0.01%	442
2023 Q3	$7.03K	Sell	333 -4,708	-93%	-$102K	﹤0.01%	449
2023 Q2	$111K	Hold	5,041	–	–	0.02%	333
2023 Q1	$113K	Buy	+5,041	New	+$112K	0.02%	329
2021 Q3	–	Sell	-4,976	Closed	-$130K	–	554
2021 Q2	$130K	Hold	4,976	–	–	0.02%	324
2021 Q1	$128K	Buy	+4,976	New	+$131K	0.02%	311
2020 Q4	–	Sell	-4,976	Closed	-$134K	–	361
2020 Q3	$134K	Hold	4,976	–	–	0.05%	262
2020 Q2	$135K	Hold	4,976	–	–	0.06%	213
2020 Q1	$132K	Hold	4,976	–	–	0.08%	167
2019 Q4	$127K	Hold	4,976	–	–	0.06%	187
2019 Q3	$128K	Buy	+4,976	New	+$127K	0.07%	177
2019 Q2	–	Sell	-4,976	Closed	-$124K	–	261
2019 Q1	$124K	Buy	+4,976	New	+$122K	0.07%	164