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

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 134,836 shares of NUBD stock, worth $3.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

134,836

Previous 91,391 47.54%

Holding current value

$3.02 Million

Previous $2.03 Million 49.46%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$21.91 - $22.57 $951,879 - $980,553	43,445 Added 47.54%	134,836 $3.03 Million
Q2 2025 Jul 15, 2025	BUY	$21.71 - $22.3 $179,389 - $184,264	8,263 Added 9.94%	91,391 $2.03 Million
Q1 2025 Apr 23, 2025	SELL	$21.49 - $22.24 $1.64 Million - $1.7 Million	-76,440 Reduced 47.9%	83,128 $1.84 Million
Q4 2024 Jan 22, 2025	BUY	$21.66 - $22.69 $2.05 Million - $2.15 Million	94,610 Added 145.65%	159,568 $3.48 Million
Q3 2024 Oct 16, 2024	BUY	$21.61 - $22.87 $1.4 Million - $1.49 Million	64,958 New	64,958 $1.47 Million

Q1 2021 May 17, 2021	SELL	$25.73 - $26.79 $41,168 - $42,864	-1,600 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$26.67 - $26.95 $42,672 - $43,120	1,600 New	1,600 $43,000

Others Institutions Holding NUBD

# of Institutions

122

Shares Held

12.3M

Call Options Held

Put Options Held

View Full List

About NUVEEN ESG U.S. AGGREGATE BOND

Ticker NUBD
Sector ETFs
Industry ETFs

More about NUBD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Account

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