Sage View Advisory Group, LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 37,097 shares of NUBD stock, worth $815,392. This represents 0.04% of its overall portfolio holdings.

Number of Shares

37,097

Previous 107,354 65.44%

Holding current value

$815,392

Previous $2.34 Billion 64.8%

% of portfolio

0.04%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$21.49 - $22.24 $1.51 Million - $1.56 Million	-70,257 Reduced 65.44%	37,097 $823 Million
Q4 2024 Feb 13, 2025	BUY	$21.66 - $22.69 $8,295 - $8,690	383 Added 0.36%	107,354 $2.34 Billion
Q3 2024 Nov 14, 2024	SELL	$21.61 - $22.87 $88,665 - $93,835	-4,103 Reduced 3.69%	106,971 $2.43 Billion
Q2 2024 Aug 14, 2024	BUY	$21.33 - $21.94 $2.37 Million - $2.44 Million	111,074 New	111,074 $2.42 Billion
Q4 2023 Feb 09, 2024	BUY	$20.58 - $22.34 $527,856 - $572,998	25,649 Added 26.61%	122,022 $2.7 Billion
Q3 2023 Nov 02, 2023	BUY	$21.05 - $22.06 $82,747 - $86,717	3,931 Added 4.25%	96,373 $2.03 Billion
Q2 2023 Aug 11, 2023	SELL	$21.84 - $22.54 $58,531 - $60,407	-2,680 Reduced 2.82%	92,442 $2.03 Billion
Q1 2023 May 01, 2023	BUY	$21.59 - $22.58 $111,793 - $116,919	5,178 Added 5.76%	95,122 $2.13 Billion
Q4 2022 Feb 14, 2023	BUY	$21.06 - $22.41 $1.89 Million - $2.02 Million	89,944 New	89,944 $1.96 Billion

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
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Sage View Advisory Group, LLC Nuveen Esg U.S. Aggregate Bond Transaction History