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Buck Wealth Strategies’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-1,723
Closed -$34.3K – 262
2023
Q3 		$34.3K Hold
1,723
– – 0.01% 138
2023
Q2 		$35.7K Sell
1,723
-33
-2% -$687 0.02% 94
2023
Q1 		$36.9K Buy
+1,756
New +$36.6K 0.02% 67

Other funds holding NUAG

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Buck Wealth Strategies's NUAG Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2023, closing a stake of 1,723 shares — an estimated $34.3K sold.

Buck Wealth Strategies first reported a position in NUAG in Q1 2023 and held it in 3 quarters. The position peaked at $36.9K in Q1 2023. 21 funds tracked by Wall St. Rank hold NUAG as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 1,723 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2023, an estimated $34.3K.
  • Buck Wealth Strategies first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $36.9K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.