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

Boston Standard Wealth Management, LLC

$515 Billion
Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 96,156 shares of NUBD stock, worth $2.1 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

96,156

Previous 90,510 6.24%

Holding current value

$2.1 Million

Previous $2.06 Billion 1.9%

% of portfolio

0.41%

Previous 0.4%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$21.66 - $22.69 $122,292 - $128,107	5,646 Added 6.24%	96,156 $2.09 Billion
Q3 2024 Oct 07, 2024	BUY	$21.61 - $22.87 $57,244 - $60,582	2,649 Added 3.01%	90,510 $2.06 Billion
Q2 2024 Jul 10, 2024	BUY	$21.33 - $21.94 $148,798 - $153,053	6,976 Added 8.62%	87,861 $1.92 Billion
Q1 2024 Apr 11, 2024	BUY	$21.72 - $22.29 $119,264 - $122,394	5,491 Added 7.28%	80,885 $1.78 Billion
Q3 2023 Oct 10, 2023	BUY	$21.05 - $22.06 $16,734 - $17,537	795 Added 1.07%	75,394 $1.59 Billion
Q2 2023 Jul 06, 2023	BUY	$21.84 - $22.54 $70,019 - $72,263	3,206 Added 4.49%	74,599 $1.64 Billion
Q1 2023 Apr 04, 2023	SELL	$21.59 - $22.58 $282,138 - $295,075	-13,068 Reduced 15.47%	71,393 $1.6 Billion
Q4 2022 Jan 10, 2023	BUY	$21.06 - $22.41 $9,266 - $9,860	440 Added 0.52%	84,461 $1.84 Billion
Q3 2022 Oct 13, 2022	BUY	$21.51 - $23.43 $32,544 - $35,449	1,513 Added 1.83%	84,021 $1.82 Billion
Q2 2022 Jul 12, 2022	SELL	$22.27 - $24.0 $6,903 - $7,440	-310 Reduced 0.37%	82,508 $1.9 Billion
Q1 2022 Apr 12, 2022	SELL	$23.88 - $25.51 $28,273 - $30,203	-1,184 Reduced 1.41%	82,818 $2 Billion
Q4 2021 Jan 18, 2022	BUY	$25.57 - $25.99 $27,896 - $28,355	1,091 Added 1.32%	84,002 $2.16 Billion
Q3 2021 Oct 07, 2021	BUY	$25.88 - $26.33 $41,019 - $41,733	1,585 Added 1.95%	82,911 $2.15 Billion
Q2 2021 Jul 13, 2021	BUY	$25.77 - $26.08 $388,405 - $393,077	15,072 Added 22.75%	81,326 $2.12 Billion
Q1 2021 Apr 19, 2021	BUY	$25.73 - $26.79 $207,075 - $215,605	8,048 Added 13.83%	66,254 $0
Q4 2020 Jan 12, 2021	BUY	$26.67 - $26.95 $201,971 - $204,092	7,573 Added 14.96%	58,206 $1.56 Billion
Q3 2020 Oct 20, 2020	BUY	$26.94 - $27.39 $9,671 - $9,833	359 Added 0.71%	50,633 $0
Q2 2020 Jul 06, 2020	BUY	$26.44 - $27.05 $36,857 - $37,707	1,394 Added 2.85%	50,274 $1.36 Billion
Q1 2020 Apr 13, 2020	SELL	$24.95 - $26.91 $83,782 - $90,363	-3,358 Reduced 6.43%	48,880 $1.29 Billion
Q4 2019 Jan 06, 2020	BUY	$25.48 - $25.92 $9,758 - $9,927	383 Added 0.74%	52,238 $1.34 Billion
Q3 2019 Oct 08, 2019	BUY	$25.46 - $25.8 $49,443 - $50,103	1,942 Added 3.89%	51,855 $1.33 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	14,524 Added 41.04%	49,913 $1.27 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	35,389 New	35,389 $874 Million

Others Institutions Holding NUBD

# of Institutions

125

Shares Held

13.7M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

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