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C.M. Bidwell & Associates’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

C.M. Bidwell & Associates’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
2022
Q4 		– Sell
-505
Closed -$11K – 524
2022
Q3 		$11K Hold
505
– – 0.01% 346
2022
Q2 		$12K Sell
505
-250
-33% -$5.85K 0.01% 341
2022
Q1 		$18K Buy
+755
New +$18.3K 0.01% 339

Other funds holding NUSA

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

C.M. Bidwell & Associates's NUSA Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q4 2022, closing a stake of 505 shares — an estimated $11K sold.

C.M. Bidwell & Associates first reported a position in NUSA in Q1 2022 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 17 funds tracked by Wall St. Rank hold NUSA as of Q4 2022.

  • C.M. Bidwell & Associates reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 505 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q4 2022, an estimated $11K.
  • C.M. Bidwell & Associates first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q1 2022 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $18K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.