Number of Shares
116,036.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.35%
Total Estimate Gain
$-165,733.72
% of Total Estimate Gain
-4.80%

Evolution Advisers, Inc.'s NuShares ESG U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, Evolution Advisers, Inc. held 116,036.00 shares of NuShares ESG U.S. Aggregate Bond ETF(NUBD), totaling $2.57 Mil. This investment constitutes 1.35% of their stock portfolio, and Evolution Advisers, Inc. now holds 0.64% of the outstanding NuShares ESG U.S. Aggregate Bond ETF(NUBD) stock.

The initial trade took place in 2021Q4. And since then Evolution Advisers, Inc. has made 11 purchases of NUBD, at an average price of $23.41, for a total of 147,339.00 shares. In addition, there have been 1 sales at an average price of $23.05 for 31,303.00 shares. Based on historical transaction data and NUBD's current price of $22.08, Evolution Advisers, Inc.'s estimated gain on his NUBD holdings is $-165,733.72, reflecting a -4.80% gain to date.

Evolution Advisers, Inc. NUBD ($22.08) Holding Chart

Evolution Advisers, Inc. NUBD ($22.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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