Axxcess Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 48,113 shares of NUBD stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

48,113

Previous 49,397 2.6%

Holding current value

$1.08 Million

Previous $1.1 Million 2.37%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$21.71 - $22.3 $27,875 - $28,633	-1,284 Reduced 2.6%	48,113 $1.07 Million
Q1 2025 Apr 30, 2025	SELL	$21.49 - $22.24 $64,104 - $66,341	-2,983 Reduced 5.69%	49,397 $1.1 Million
Q4 2024 Feb 10, 2025	BUY	$21.66 - $22.69 $20,663 - $21,646	954 Added 1.86%	52,380 $1.14 Million
Q3 2024 Nov 04, 2024	SELL	$21.61 - $22.87 $7,455 - $7,890	-345 Reduced 0.67%	51,426 $1.17 Million
Q2 2024 Aug 09, 2024	BUY	$21.33 - $21.94 $13,331 - $13,712	625 Added 1.22%	51,771 $1.13 Million
Q1 2024 May 14, 2024	BUY	$21.72 - $22.29 $41,615 - $42,707	1,916 Added 3.89%	51,146 $1.12 Million
Q4 2023 Feb 06, 2024	BUY	$20.58 - $22.34 $435,575 - $472,826	21,165 Added 75.41%	49,230 $1.1 Million
Q3 2023 Nov 14, 2023	BUY	$21.05 - $22.06 $590,768 - $619,113	28,065 New	28,065 $592,000

Others Institutions Holding NUBD

# of Institutions

123

Shares Held

12.5M

Call Options Held

Put Options Held

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About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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Axxcess Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History