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Beaumont Financial Advisors’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Beaumont Financial Advisors’s Portfolio NUAG Stock Details NUAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$243K Hold
11,567
– – 0.02% 325
2025
Q4 		$245K Hold
11,567
– – 0.02% 327
2025
Q3 		$246K Sell
11,567
-2,668
-19% -$56.2K 0.02% 355
2025
Q2 		$299K Hold
14,235
– – 0.02% 295
2025
Q1 		$299K Hold
14,235
– – 0.02% 289
2024
Q4 		$294K Sell
14,235
-674
-5% -$14.2K 0.02% 296
2024
Q3 		$322K Hold
14,909
– – 0.03% 265
2024
Q2 		$308K Hold
14,909
– – 0.02% 272
2024
Q1 		$311K Hold
14,909
– – 0.03% 273
2023
Q4 		$315K Hold
14,909
– – 0.03% 254
2023
Q3 		$297K Hold
14,909
– – 0.03% 249
2023
Q2 		$309K Sell
14,909
-6,000
-29% -$125K 0.03% 263
2023
Q1 		$440K Sell
20,909
-3,283
-14% -$68.5K 0.04% 183
2022
Q4 		$495K Sell
24,192
-46,671
-66% -$952K 0.05% 176
2022
Q3 		$1.44M Sell
70,863
-15,202
-18% -$326K 0.14% 98
2022
Q2 		$1.85M Sell
86,065
-21,553
-20% -$471K 0.17% 87
2022
Q1 		$2.47M Buy
107,618
+1,978
+2% +$46.7K 0.19% 96
2021
Q4 		$2.6M Sell
105,640
-12,191
-10% -$301K 0.19% 80
2021
Q3 		$2.92M Sell
117,831
-1,623
-1% -$40.7K 0.23% 74
2021
Q2 		$2.98M Sell
119,454
-149,665
-56% -$3.71M 0.23% 72
2021
Q1 		$6.65M Sell
269,119
-4,985
-2% -$125K 0.56% 55
2020
Q4 		$7.04M Sell
274,104
-1,475
-0.5% -$37.8K 0.63% 56
2020
Q3 		$7.08M Sell
275,579
-22,170
-7% -$572K 0.68% 47
2020
Q2 		$7.62M Sell
297,749
-108,347
-27% -$2.75M 0.8% 45
2020
Q1 		$10.1M Sell
406,096
-100,390
-20% -$2.5M 1.28% 22
2019
Q4 		$12.5M Sell
506,486
-93,961
-16% -$2.32M 1.23% 29
2019
Q3 		$14.9M Sell
600,447
-16,450
-3% -$406K 1.49% 26
2019
Q2 		$15.1M Sell
616,897
-74,811
-11% -$1.8M 1.56% 26
2019
Q1 		$16.5M Buy
691,708
+99,089
+17% +$2.32M 1.77% 20
2018
Q4 		$13.7M Sell
592,619
-61,252
-9% -$1.41M 2.24% 14
2018
Q3 		$15.3M Buy
653,871
+58,368
+10% +$1.37M 1.53% 29
2018
Q2 		$14M Buy
595,503
+55,124
+10% +$1.3M 1.48% 24
2018
Q1 		$12.9M Buy
540,379
+516,723
+2,184% +$12.4M 1.44% 23
2017
Q4 		$578K Buy
23,656
+12,497
+112% +$307K 0.07% 112
2017
Q3 		$276K Sell
11,159
-2,054
-16% -$50.7K 0.03% 152
2017
Q2 		$325K Buy
13,213
+796
+6% +$19.5K 0.04% 142
2017
Q1 		$302K Sell
12,417
-64,565
-84% -$1.57M 0.04% 148
2016
Q4 		$1.87M Buy
+76,982
New +$1.89M 0.28% 74

Other funds holding NUAG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beaumont Financial Advisors's NUAG Position: Q1 2026 in Review

Beaumont Financial Advisors held its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) position steady in Q1 2026 at 11,567 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #325.

Beaumont Financial Advisors first reported a position in NUAG in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.5M in Q1 2019. 21 funds tracked by Wall St. Rank hold NUAG as of Q1 2026.

  • Beaumont Financial Advisors held 11,567 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $243K as of Q1 2026.
  • Beaumont Financial Advisors left its Nuveen Enhanced Yield US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #325 holding.
  • Beaumont Financial Advisors first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • Beaumont Financial Advisors's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $16.5M in Q1 2019.
  • 21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.