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Bleakley Financial Group’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Bleakley Financial Group’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
2023
Q1 		– Sell
-20,366
Closed -$417K – 941
2022
Q4 		$417K Buy
+20,366
New +$415K 0.01% 596

Other funds holding NUAG

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Bleakley Financial Group's NUAG Position: Q1 2023 in Review

Bleakley Financial Group sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q1 2023, closing a stake of 20,366 shares — an estimated $417K sold.

Bleakley Financial Group first reported a position in NUAG in Q4 2022 and held it in 1 quarter. The position peaked at $417K in Q4 2022. 29 funds tracked by Wall St. Rank hold NUAG as of Q1 2023.

  • Bleakley Financial Group reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 20,366 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2023, an estimated $417K.
  • Bleakley Financial Group first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Bleakley Financial Group's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $417K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2023.

Based on Bleakley Financial Group's 13F filing for Q1 2023, filed 12 May 2023.