WFA
Wipfli Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,230
| Closed | -$237K | – | 98 |
|
|
2021
Q4 | $237K | Sell |
9,230
-7,196
| -44% | -$185K | 0.03% | 43 |
|
|
2021
Q3 | $425K | Hold |
16,426
| – | – | 0.05% | 32 |
|
|
2021
Q2 | $428K | Hold |
16,426
| – | – | 0.06% | 31 |
|
|
2021
Q1 | $424K | Buy |
+16,426
| New | +$424K | 0.23% | 23 |
|