Carroll Financial Associates’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Carroll Financial 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
2021 Q2	–	Sell	-79	Closed	-$1K	–	1800
2021 Q1	$1K	Hold	79	–	–	﹤0.01%	1581
2020 Q4	$2K	Hold	79	–	–	﹤0.01%	1401
2020 Q3	$2K	Hold	79	–	–	﹤0.01%	1348
2020 Q2	$2K	Sell	79 -1,319	-94%	-$33.4K	﹤0.01%	1366
2020 Q1	$34K	Sell	1,398 -2,013	-59%	-$50.2K	﹤0.01%	667
2019 Q4	$85K	Sell	3,411 -38,261	-92%	-$957K	0.01%	540
2019 Q3	$1.04M	Buy	+41,672	New	+$1.04M	0.09%	137

Other funds holding NUSA

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Stonnington Group Pasadena, California $384M AUM 3.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carroll Financial Associates's NUSA Position: Q2 2021 in Review

Carroll Financial Associates sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q2 2021, closing a stake of 79 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in NUSA in Q3 2019 and held it in 7 quarters. The position peaked at $1.04M in Q3 2019. 16 funds tracked by Wall St. Rank hold NUSA as of Q2 2021.

Carroll Financial Associates reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Carroll Financial Associates sold 79 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2021, an estimated $1K.
Carroll Financial Associates first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2019 and held it in 7 quarters.
Carroll Financial Associates's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $1.04M in Q3 2019.
16 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.