Retirement Capital Strategies Nuveen Esg U.S. Aggregate Bond Transaction History

Retirement Capital Strategies

$231 Million
Q2 2025

A detailed history of Retirement Capital Strategies transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Retirement Capital Strategies holds 108,626 shares of NUBD stock, worth $2.41 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

108,626

Previous 89,873 20.87%

Holding current value

$2.41 Million

Previous $1.99 Million 21.26%

% of portfolio

1.05%

Previous 0.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$21.71 - $22.3 $407,127 - $418,191	18,753 Added 20.87%	108,626 $2.42 Million
Q1 2025 May 14, 2025	BUY	$21.49 - $22.24 $1.51 Million - $1.56 Million	70,198 Added 356.79%	89,873 $1.99 Million
Q4 2024 Feb 07, 2025	SELL	$21.66 - $22.69 $1.88 Million - $1.97 Million	-86,713 Reduced 81.51%	19,675 $428,000
Q3 2024 Nov 12, 2024	BUY	$21.61 - $22.87 $2.3 Million - $2.43 Million	106,388 New	106,388 $2.42 Million
Q2 2022 Jul 29, 2022	BUY	$22.27 - $24.0 $901,155 - $971,160	40,465 New	40,465 $926,000
Q1 2019 May 14, 2019	SELL	N/A	-14,769 Closed	0 $0
Q4 2018 Jan 17, 2019	SELL	N/A	-42,737 Reduced 74.32%	14,769 $358,000
Q3 2018 Oct 12, 2018	BUY	N/A	32,194 Added 127.19%	57,506 $1.39 Million
Q2 2018 Aug 09, 2018	BUY	N/A	25,312 New	25,312 $615,000

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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Retirement Capital Strategies Nuveen Esg U.S. Aggregate Bond Transaction History