Kelman Lazarov, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History

Kelman Lazarov, Inc.

$507 Million
Q4 2024

A detailed history of Kelman Lazarov, Inc. transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 29,984 shares of NUBD stock, worth $656,349. This represents 0.13% of its overall portfolio holdings.

Number of Shares

29,984

Previous 29,881 0.34%

Holding current value

$656,349

Previous $678,000 3.69%

% of portfolio

0.13%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$21.66 - $22.69 $2,230 - $2,337	103 Added 0.34%	29,984 $653,000
Q3 2024 Nov 08, 2024	BUY	$21.61 - $22.87 $2,031 - $2,149	94 Added 0.32%	29,881 $678,000
Q2 2024 Aug 12, 2024	BUY	$21.33 - $21.94 $13,160 - $13,536	617 Added 2.12%	29,787 $649,000
Q1 2024 May 09, 2024	SELL	$21.72 - $22.29 $6,038 - $6,196	-278 Reduced 0.94%	29,170 $640,000
Q4 2023 Feb 01, 2024	BUY	$20.58 - $22.34 $157,601 - $171,079	7,658 Added 35.14%	29,448 $655,000
Q3 2023 Oct 30, 2023	BUY	$21.05 - $22.06 $65,549 - $68,694	3,114 Added 16.67%	21,790 $459,000
Q2 2023 Aug 04, 2023	SELL	$21.84 - $22.54 $2,926 - $3,020	-134 Reduced 0.71%	18,676 $410,000
Q1 2023 May 04, 2023	BUY	$21.59 - $22.58 $23,295 - $24,363	1,079 Added 6.09%	18,810 $420,000
Q4 2022 Feb 06, 2023	SELL	$21.06 - $22.41 $194,973 - $207,471	-9,258 Reduced 34.3%	17,731 $386,000
Q3 2022 Oct 24, 2022	SELL	$21.51 - $23.43 $3,054 - $3,327	-142 Reduced 0.52%	26,989 $584,000
Q2 2022 Aug 08, 2022	SELL	$22.27 - $24.0 $433,418 - $467,088	-19,462 Reduced 41.77%	27,131 $620,000
Q1 2022 May 10, 2022	SELL	$23.88 - $25.51 $38,876 - $41,530	-1,628 Reduced 3.38%	46,593 $1.12 Million
Q4 2021 Feb 09, 2022	BUY	$25.57 - $25.99 $13,270 - $13,488	519 Added 1.09%	48,221 $1.24 Million
Q3 2021 Nov 04, 2021	BUY	$25.88 - $26.33 $200,311 - $203,794	7,740 Added 19.37%	47,702 $1.24 Million
Q2 2021 Aug 10, 2021	BUY	$25.77 - $26.08 $511,276 - $517,427	19,840 Added 98.6%	39,962 $1.04 Million
Q1 2021 May 07, 2021	BUY	$25.73 - $26.79 $517,739 - $539,068	20,122 New	20,122 $520,000

Others Institutions Holding NUBD

# of Institutions

123

Shares Held

13.5M

Call Options Held

Put Options Held

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About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
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Kelman Lazarov, Inc. Nuveen Esg U.S. Aggregate Bond Transaction History