Purchases and Sales Made in Q2 2025 in Nuveen Esg U.S. Aggregate Bond (NUBD)
This table provides information about the institutional ownership of Nuveen Esg U.S. Aggregate Bond (NUBD) during Q2 2025. The information is specifically focused on institutions that hold shares of NUVEEN ESG U.S. AGGREGATE BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31.8K+ 36.14% |
$689K - $708K
|
120K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.45KNew |
$205K - $211K
|
9.45K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.26K+ 9.94% |
$179K - $184K
|
91.4K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
6.79K+ 0.65% |
$147K - $151K
|
1.05M
$23.4M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
5.25K+ 11.82% |
$114K - $117K
|
49.6K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
3.64K+ 13.53% |
$79.1K - $81.3K
|
30.6K
$678K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.06K+ 1.0% |
$66.4K - $68.2K
|
308K
$6.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
573+ 3.09% |
$12.4K - $12.8K
|
19.1K
$423K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
144+ 0.92% |
$3.13K - $3.21K
|
15.7K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
109+ 1.01% |
$2.37K - $2.43K
|
10.9K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-948- 22.2% |
$20.6K - $21.1K
|
3.32K
$73.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.25K- 6.7% |
$27.1K - $27.8K
|
17.4K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.36K- 0.43% |
$29.6K - $30.4K
|
318K
$7.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 1.64% |
$30.7K - $31.5K
|
84.7K
$1.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2.21K- 8.27% |
$48K - $49.3K
|
24.6K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.28K- 6.79% |
$49.6K - $50.9K
|
31.4K
$695K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.3K- 9.52% |
$71.6K - $73.5K
|
31.4K
$695K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.67K- 1.49% |
$79.6K - $81.8K
|
243K
$5.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.36K- 6.34% |
$181K - $186K
|
123K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-12.7K- 7.18% |
$275K - $282K
|
164K
$3.63M
|