Allworth Financial’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Allworth Financial’s Portfolio NUSA Stock Details NUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.25K	Buy	97 +1	+1%	+$23	﹤0.01%	4460
2026 Q1	$2.24K	Hold	96	–	–	﹤0.01%	4318
2025 Q4	$2.24K	Buy	96 +2	+2%	+$47	﹤0.01%	4078
2025 Q3	$2.21K	Hold	94	–	–	﹤0.01%	3954
2025 Q2	$2.19K	Buy	94 +1	+1%	+$23	﹤0.01%	3663
2025 Q1	$2.16K	Buy	93 +1	+1%	+$23	﹤0.01%	3186
2024 Q4	$2.12K	Buy	92 +1	+1%	+$23	﹤0.01%	3143
2024 Q3	$2.13K	Buy	91 +1	+1%	+$23	﹤0.01%	2941
2024 Q2	$2.08K	Buy	90 +1	+1%	+$23	﹤0.01%	2905
2024 Q1	$2.04K	Hold	89	–	–	﹤0.01%	2800
2023 Q4	$2.04K	Buy	89 +2	+2%	+$45	﹤0.01%	2674
2023 Q3	$1.98K	Buy	87 +1	+1%	+$23	﹤0.01%	2545
2023 Q2	$1.97K	Hold	86	–	–	﹤0.01%	2492
2023 Q1	$1.98K	Buy	86 +1	+1%	+$23	﹤0.01%	2417
2022 Q4	$1.94K	Hold	85	–	–	﹤0.01%	2254
2022 Q3	$2K	Buy	85 +1	+1%	+$23	﹤0.01%	2189
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	2017
2022 Q1	$2K	Buy	84 +1	+1%	+$24	﹤0.01%	1810
2021 Q4	$2K	Hold	83	–	–	﹤0.01%	1736
2021 Q3	$2K	Buy	83 +1	+1%	+$25	﹤0.01%	1689
2021 Q2	$2K	Hold	82	–	–	﹤0.01%	1387
2021 Q1	$2K	Hold	82	–	–	﹤0.01%	1317
2020 Q4	$2K	Sell	82 -39	-32%	-$995	﹤0.01%	1181
2020 Q3	$3K	Sell	121 -41	-25%	-$1.05K	﹤0.01%	942
2020 Q2	$4K	Buy	162 +1	+0.6%	+$25	﹤0.01%	905
2020 Q1	$4K	Buy	+161	New	+$4.02K	﹤0.01%	928

Other funds holding NUSA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allworth Financial's NUSA Position: Q2 2026 in Review

Allworth Financial increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 1% in Q2 2026, buying an estimated $23 and bringing the position to 97 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4460.

Allworth Financial first reported a position in NUSA in Q1 2020 and has held it in 26 quarters since. The position peaked at $4K in Q2 2020. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

Allworth Financial held 97 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $2.25K as of Q2 2026.
Allworth Financial bought 1 Nuveen ESG 1-5 Year US Aggregate Bond ETF share in Q2 2026, an estimated $23.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4460 holding.
Allworth Financial first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
Allworth Financial's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $4K in Q2 2020.
23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.