Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
106K+ 9.81% |
$2.38M - $2.41M
|
1.19M
$26.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48K+ 35.6% |
$1.07M - $1.09M
|
183K
$4.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33.4K+ 8.91% |
$746K - $757K
|
408K
$9.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
28K+ 11.56% |
$627K - $636K
|
270K
$6.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
15.9KNew |
$356K - $361K
|
15.9K
$356K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$331K - $336K
|
14.8K
$331K
|
|
|
Jan 20, 2026
Q4 2025
|
Sensenig Capital Advisors, Inc
Collegeville, PA |
BUY
|
- |
12KNew |
$269K - $273K
|
12K
$269K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
11.9K+ 6.86% |
$267K - $271K
|
186K
$4.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7.71K+ 6.2% |
$172K - $175K
|
132K
$2.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.59KNew |
$103K - $104K
|
4.59K
$103K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
4.14K+ 1.33% |
$92.6K - $93.9K
|
315K
$7.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.86KNew |
$64K - $64.9K
|
2.86K
$64.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.19K+ 1.8% |
$49K - $49.7K
|
124K
$2.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
760+ 59.47% |
$17K - $17.2K
|
2.04K
$45.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
371+ 1.21% |
$8.3K - $8.42K
|
31K
$695K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
184+ 1.34% |
$4.12K - $4.17K
|
13.9K
$312K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
148+ 1.34% |
$3.31K - $3.36K
|
11.2K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
79+ 0.32% |
$1.77K - $1.79K
|
24.5K
$549K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-31- 0.13% |
$694 - $703
|
24.7K
$552K
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-481- 0.31% |
$10.8K - $10.9K
|
154K
$3.45M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.07K- 0.83% |
$23.9K - $24.3K
|
128K
$2.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.08K- 13.02% |
$91.4K - $92.6K
|
27.3K
$611K
|
|