Walkner Condon Financial Advisors LLC Nuveen Esg U.S. Aggregate Bond Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Nuveen Esg U.S. Aggregate Bond stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 14,578 shares of NUBD stock, worth $320,278. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,578

Previous 32,196 54.72%

Holding current value

$320,278

Previous $730,000 56.58%

% of portfolio

0.07%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$21.66 - $22.69 $381,605 - $399,752	-17,618 Reduced 54.72%	14,578 $317,000
Q3 2024 Oct 31, 2024	SELL	$21.61 - $22.87 $4,494 - $4,756	-208 Reduced 0.64%	32,196 $730,000
Q2 2024 Jul 26, 2024	SELL	$21.33 - $21.94 $36,218 - $37,254	-1,698 Reduced 4.98%	32,404 $707,000
Q1 2024 Apr 22, 2024	BUY	$21.72 - $22.29 $1,151 - $1,181	53 Added 0.16%	34,102 $749,000
Q4 2023 Jan 23, 2024	SELL	$20.58 - $22.34 $135,828 - $147,444	-6,600 Reduced 16.24%	34,049 $757,000
Q3 2023 Oct 19, 2023	SELL	$21.05 - $22.06 $57,971 - $60,753	-2,754 Reduced 6.35%	40,649 $857,000
Q2 2023 Jul 21, 2023	SELL	$21.84 - $22.54 $246,136 - $254,025	-11,270 Reduced 20.61%	43,403 $954,000
Q1 2023 Apr 20, 2023	BUY	$21.59 - $22.58 $157,909 - $165,150	7,314 Added 15.44%	54,673 $1.22 Million
Q4 2022 Jan 25, 2023	SELL	$21.06 - $22.41 $358,104 - $381,059	-17,004 Reduced 26.42%	47,359 $0
Q3 2022 Oct 28, 2022	BUY	$21.51 - $23.43 $17,014 - $18,533	791 Added 1.24%	64,363 $1.39 Million
Q2 2022 Aug 04, 2022	SELL	$22.27 - $24.0 $460,075 - $495,816	-20,659 Reduced 24.53%	63,572 $1.45 Million
Q1 2022 May 03, 2022	BUY	$23.88 - $25.51 $2.01 Million - $2.15 Million	84,231 New	84,231 $2.03 Billion
Q3 2021 Nov 04, 2021	SELL	$25.88 - $26.33 $2.23 Million - $2.27 Million	-86,305 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$25.77 - $26.08 $1.15 Million - $1.17 Million	-44,750 Reduced 34.15%	86,305 $2.25 Million
Q1 2021 Apr 13, 2021	SELL	$25.73 - $26.79 $91,392 - $95,158	-3,552 Reduced 2.64%	131,055 $3.38 Million
Q4 2020 Jan 12, 2021	BUY	$26.67 - $26.95 $502,089 - $507,360	18,826 Added 16.26%	134,607 $3.61 Million
Q3 2020 Nov 10, 2020	BUY	$26.94 - $27.39 $439,310 - $446,648	16,307 Added 16.39%	115,781 $3.12 Million
Q2 2020 Aug 26, 2020	SELL	$26.44 - $27.05 $280,687 - $287,162	-10,616 Reduced 9.64%	99,474 $2.69 Million
Q1 2020 Aug 26, 2020	BUY	$24.95 - $26.91 $49,924 - $53,846	2,001 Added 1.85%	110,090 $2.92 Million
Q4 2019 Aug 26, 2020	BUY	$25.48 - $25.92 $2.75 Million - $2.8 Million	108,089 New	108,089 $2.76 Million

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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Walkner Condon Financial Advisors LLC Nuveen Esg U.S. Aggregate Bond Transaction History