Kelman Lazarov, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History

Kelman Lazarov, Inc.

$517 Million
Q1 2025

A detailed history of Kelman Lazarov, Inc. transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 30,087 shares of NUBD stock, worth $661,312. This represents 0.13% of its overall portfolio holdings.

Number of Shares

30,087

Previous 29,984 0.34%

Holding current value

$661,312

Previous $653,000 2.14%

% of portfolio

0.13%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$21.49 - $22.24 $2,213 - $2,290	103 Added 0.34%	30,087 $667,000
Q4 2024 Feb 13, 2025	BUY	$21.66 - $22.69 $2,230 - $2,337	103 Added 0.34%	29,984 $653,000
Q3 2024 Nov 08, 2024	BUY	$21.61 - $22.87 $2,031 - $2,149	94 Added 0.32%	29,881 $678,000
Q2 2024 Aug 12, 2024	BUY	$21.33 - $21.94 $13,160 - $13,536	617 Added 2.12%	29,787 $649,000
Q1 2024 May 09, 2024	SELL	$21.72 - $22.29 $6,038 - $6,196	-278 Reduced 0.94%	29,170 $640,000
Q4 2023 Feb 01, 2024	BUY	$20.58 - $22.34 $157,601 - $171,079	7,658 Added 35.14%	29,448 $655,000
Q3 2023 Oct 30, 2023	BUY	$21.05 - $22.06 $65,549 - $68,694	3,114 Added 16.67%	21,790 $459,000
Q2 2023 Aug 04, 2023	SELL	$21.84 - $22.54 $2,926 - $3,020	-134 Reduced 0.71%	18,676 $410,000
Q1 2023 May 04, 2023	BUY	$21.59 - $22.58 $23,295 - $24,363	1,079 Added 6.09%	18,810 $420,000
Q4 2022 Feb 06, 2023	SELL	$21.06 - $22.41 $194,973 - $207,471	-9,258 Reduced 34.3%	17,731 $386,000
Q3 2022 Oct 24, 2022	SELL	$21.51 - $23.43 $3,054 - $3,327	-142 Reduced 0.52%	26,989 $584,000
Q2 2022 Aug 08, 2022	SELL	$22.27 - $24.0 $433,418 - $467,088	-19,462 Reduced 41.77%	27,131 $620,000
Q1 2022 May 10, 2022	SELL	$23.88 - $25.51 $38,876 - $41,530	-1,628 Reduced 3.38%	46,593 $1.12 Million
Q4 2021 Feb 09, 2022	BUY	$25.57 - $25.99 $13,270 - $13,488	519 Added 1.09%	48,221 $1.24 Million
Q3 2021 Nov 04, 2021	BUY	$25.88 - $26.33 $200,311 - $203,794	7,740 Added 19.37%	47,702 $1.24 Million
Q2 2021 Aug 10, 2021	BUY	$25.77 - $26.08 $511,276 - $517,427	19,840 Added 98.6%	39,962 $1.04 Million
Q1 2021 May 07, 2021	BUY	$25.73 - $26.79 $517,739 - $539,068	20,122 New	20,122 $520,000

Others Institutions Holding NUBD

# of Institutions

125

Shares Held

12.5M

Call Options Held

Put Options Held

2.69K

View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
Sector ETFs
Industry ETFs

More about NUBD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

Kelman Lazarov, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History