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

Gitterman Wealth Management, LLC

$236 Million
Q4 2024

A detailed history of Gitterman Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 30,463 shares of NUBD stock, worth $671,099. This represents 0.28% of its overall portfolio holdings.

Number of Shares

30,463

Previous 30,353 0.36%

Holding current value

$671,099

Previous $689,000 3.77%

% of portfolio

0.28%

Previous 0.29%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$21.66 - $22.69 $2,382 - $2,495	110 Added 0.36%	30,463 $663,000
Q3 2024 Nov 13, 2024	BUY	$21.61 - $22.87 $864 - $914	40 Added 0.13%	30,353 $689,000
Q2 2024 Aug 12, 2024	SELL	$21.33 - $21.94 $27,771 - $28,565	-1,302 Reduced 4.12%	30,313 $661,000
Q1 2024 May 08, 2024	SELL	$21.72 - $22.29 $599,862 - $615,605	-27,618 Reduced 46.63%	31,615 $694,000
Q4 2023 Feb 05, 2024	BUY	$20.58 - $22.34 $6,585 - $7,148	320 Added 0.54%	59,233 $1.32 Million
Q3 2023 Nov 02, 2023	BUY	$21.05 - $22.06 $42,605 - $44,649	2,024 Added 3.56%	58,913 $1.24 Million
Q2 2023 Aug 08, 2023	BUY	$21.84 - $22.54 $85,066 - $87,793	3,895 Added 7.35%	56,889 $1.25 Million
Q1 2023 May 12, 2023	BUY	$21.59 - $22.58 $134,440 - $140,605	6,227 Added 13.31%	52,994 $1.18 Million
Q4 2022 Feb 13, 2023	SELL	$21.06 - $22.41 $87,483 - $93,091	-4,154 Reduced 8.16%	46,767 $1.02 Million
Q3 2022 Oct 27, 2022	BUY	$21.51 - $23.43 $492,256 - $536,195	22,885 Added 81.63%	50,921 $1.1 Million
Q2 2022 Aug 03, 2022	BUY	$22.27 - $24.0 $4,119 - $4,440	185 Added 0.66%	28,036 $641,000
Q1 2022 May 12, 2022	BUY	$23.88 - $25.51 $40,357 - $43,111	1,690 Added 6.46%	27,851 $672,000
Q4 2021 Feb 01, 2022	BUY	$25.57 - $25.99 $103,353 - $105,051	4,042 Added 18.27%	26,161 $672,000
Q3 2021 Nov 09, 2021	BUY	$25.88 - $26.33 $102,950 - $104,740	3,978 Added 21.93%	22,119 $572,000
Q2 2021 Jul 30, 2021	BUY	$25.77 - $26.08 $467,493 - $473,117	18,141 New	18,141 $473,000

Others Institutions Holding NUBD

# of Institutions

125

Shares Held

13.7M

Call Options Held

Put Options Held

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About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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Gitterman Wealth Management, LLC Nuveen Esg U.S. Aggregate Bond Transaction History