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

Perigon Wealth Management, LLC

$4.18 Billion
Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 91,391 shares of NUBD stock, worth $2.02 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

91,391

Previous 83,128 9.94%

Holding current value

$2.02 Million

Previous $1.84 Million 9.87%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$21.71 - $22.3 $179,389 - $184,264	8,263 Added 9.94%	91,391 $2.03 Million
Q1 2025 Apr 23, 2025	SELL	$21.49 - $22.24 $1.64 Million - $1.7 Million	-76,440 Reduced 47.9%	83,128 $1.84 Million
Q4 2024 Jan 22, 2025	BUY	$21.66 - $22.69 $2.05 Million - $2.15 Million	94,610 Added 145.65%	159,568 $3.48 Million
Q3 2024 Oct 16, 2024	BUY	$21.61 - $22.87 $1.4 Million - $1.49 Million	64,958 New	64,958 $1.47 Million
Q1 2021 May 17, 2021	SELL	$25.73 - $26.79 $41,168 - $42,864	-1,600 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$26.67 - $26.95 $42,672 - $43,120	1,600 New	1,600 $43,000

Others Institutions Holding NUBD

# of Institutions

125

Shares Held

12M

Call Options Held

Put Options Held

2.69K

View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
Sector ETFs
Industry ETFs

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