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

AssetMark Inc’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	$1.11M	Buy	47,761 +3,703	+8%	+$85.9K	﹤0.01%	1070
2026 Q1	$1.03M	Buy	44,058 +2,287	+5%	+$53.5K	﹤0.01%	1036
2025 Q4	$977K	Buy	41,771 +2,536	+6%	+$59.4K	﹤0.01%	1019
2025 Q3	$920K	Buy	39,235 +4,431	+13%	+$104K	﹤0.01%	987
2025 Q2	$813K	Buy	34,804 +2,552	+8%	+$59.3K	﹤0.01%	968
2025 Q1	$751K	Buy	32,252 +5,827	+22%	+$135K	﹤0.01%	913
2024 Q4	$606K	Sell	26,425 -53	-0.2%	-$1.22K	﹤0.01%	932
2024 Q3	$621K	Buy	26,478 +887	+3%	+$20.6K	﹤0.01%	861
2024 Q2	$587K	Buy	+25,591	New	+$583K	﹤0.01%	850

Other funds holding NUSA

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SMBT

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

AssetMark Inc's NUSA Position: Q2 2026 in Review

AssetMark Inc increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 8.4% in Q2 2026, buying an estimated $85.9K and bringing the position to 47,761 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

AssetMark Inc first reported a position in NUSA in Q2 2024 and has held it in 9 quarters since. 6 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

AssetMark Inc held 47,761 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $1.11M as of Q2 2026.
AssetMark Inc bought 3,703 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2026, an estimated $85.9K.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1070 holding.
AssetMark Inc first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
6 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.