WealthShield 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 | $5.52K | Hold |
248
| – | – | ﹤0.01% | 507 |
|
|
2025
Q1 | $5.5K | Hold |
248
| – | – | ﹤0.01% | 491 |
|
|
2024
Q4 | $5.4K | Sell |
248
-35
| -12% | -$762 | ﹤0.01% | 459 |
|
|
2024
Q3 | $6.42K | Hold |
283
| – | – | ﹤0.01% | 454 |
|
|
2024
Q2 | $6.18K | Hold |
283
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $6.22K | Hold |
283
| – | – | ﹤0.01% | 438 |
|
|
2023
Q4 | $6.3K | Sell |
283
-50
| -15% | -$1.11K | ﹤0.01% | 442 |
|
|
2023
Q3 | $7.03K | Sell |
333
-4,708
| -93% | -$99.3K | ﹤0.01% | 449 |
|
|
2023
Q2 | $111K | Hold |
5,041
| – | – | 0.02% | 333 |
|
|
2023
Q1 | $113K | Buy |
+5,041
| New | +$113K | 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 | +$128K | 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 | +$128K | 0.07% | 177 |
|
|
2019
Q2 | – | Sell |
-4,976
| Closed | -$124K | – | 261 |
|
|
2019
Q1 | $124K | Buy |
+4,976
| New | +$124K | 0.07% | 164 |
|