Avantax Planning Partners, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 22,952 shares of NUBD stock, worth $509,075. This represents 0.02% of its overall portfolio holdings.

Number of Shares

22,952

Previous 32,804 30.03%

Holding current value

$509,075

Previous $727,000 29.85%

% of portfolio

0.02%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$21.71 - $22.3 $213,886 - $219,699	-9,852 Reduced 30.03%	22,952 $510,000
Q1 2025 Apr 28, 2025	BUY	$21.49 - $22.24 $19,018 - $19,682	885 Added 2.77%	32,804 $727,000
Q4 2024 Feb 07, 2025	BUY	$21.66 - $22.69 $15,811 - $16,563	730 Added 2.34%	31,919 $695,000
Q3 2024 Nov 13, 2024	SELL	$21.61 - $22.87 $585,198 - $619,319	-27,080 Reduced 46.47%	31,189 $707,000
Q2 2024 Aug 09, 2024	SELL	$21.33 - $21.94 $48,717 - $50,110	-2,284 Reduced 3.77%	58,269 $1.27 Million
Q1 2024 May 02, 2024	BUY	$21.72 - $22.29 $10,903 - $11,189	502 Added 0.84%	60,553 $1.33 Million
Q4 2023 Feb 09, 2024	SELL	$20.58 - $22.34 $64,477 - $69,991	-3,133 Reduced 4.96%	60,051 $1.34 Million
Q3 2023 Nov 03, 2023	SELL	$21.05 - $22.06 $155,664 - $163,133	-7,395 Reduced 10.48%	63,184 $1.33 Million
Q2 2023 Jul 17, 2023	BUY	$21.84 - $22.54 $234,452 - $241,966	10,735 Added 17.94%	70,579 $1.55 Million
Q1 2023 Apr 20, 2023	BUY	$21.59 - $22.58 $134,700 - $140,876	6,239 Added 11.64%	59,844 $1.34 Million
Q4 2022 Feb 09, 2023	BUY	$21.06 - $22.41 $318,490 - $338,906	15,123 Added 39.3%	53,605 $1.17 Million
Q3 2022 Oct 14, 2022	SELL	$21.51 - $23.43 $211,808 - $230,715	-9,847 Reduced 20.37%	38,482 $833,000
Q2 2022 Jul 18, 2022	SELL	$22.27 - $24.0 $294,632 - $317,520	-13,230 Reduced 21.49%	48,329 $1.11 Million
Q1 2022 May 09, 2022	SELL	$23.88 - $25.51 $1.13 Million - $1.21 Million	-47,434 Reduced 43.52%	61,559 $1.49 Million
Q4 2021 Jan 28, 2022	BUY	$25.57 - $25.99 $574,199 - $583,631	22,456 Added 25.95%	108,993 $2.8 Million
Q3 2021 Oct 27, 2021	BUY	$25.88 - $26.33 $300,104 - $305,322	11,596 Added 15.47%	86,537 $2.24 Million
Q2 2021 Aug 10, 2021	SELL	$25.77 - $26.08 $11,544 - $11,683	-448 Reduced 0.59%	74,941 $1.96 Million
Q1 2021 May 06, 2021	SELL	$25.73 - $26.79 $97,027 - $101,025	-3,771 Reduced 4.76%	75,389 $1.95 Million
Q4 2020 Feb 04, 2021	BUY	$26.67 - $26.95 $239,523 - $242,037	8,981 Added 12.8%	79,160 $2.12 Million
Q3 2020 Oct 28, 2020	SELL	$26.94 - $27.39 $94,424 - $96,001	-3,505 Reduced 4.76%	70,179 $1.89 Million
Q2 2020 Jul 15, 2020	SELL	$26.44 - $27.05 $105,892 - $108,335	-4,005 Reduced 5.16%	73,684 $1.99 Million
Q1 2020 Apr 27, 2020	SELL	$24.95 - $26.91 $33,657 - $36,301	-1,349 Reduced 1.71%	77,689 $2.06 Million
Q4 2019 Jan 15, 2020	BUY	$25.48 - $25.92 $231,358 - $235,353	9,080 Added 12.98%	79,038 $2.02 Million
Q3 2019 Nov 08, 2019	BUY	$25.46 - $25.8 $1.1 Million - $1.11 Million	43,099 Added 160.46%	69,958 $1.8 Million
Q2 2019 Aug 07, 2019	BUY	N/A	583 Added 2.22%	26,859 $680,000
Q1 2019 May 08, 2019	BUY	N/A	26,276 New	26,276 $653,000

Others Institutions Holding NUBD

# of Institutions

124

Shares Held

12.3M

Call Options Held

Put Options Held

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About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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Avantax Planning Partners, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History