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Cherry Tree Wealth Management’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Cherry Tree Wealth Management’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
2026
Q3 		$14.1K Hold
624
– – ﹤0.01% 395
2026
Q2 		$14.5K Hold
624
– – ﹤0.01% 401
2026
Q1 		$14.5K Hold
624
– – ﹤0.01% 374
2025
Q4 		$14.6K Hold
624
– – ﹤0.01% 383
2025
Q3 		$14.6K Buy
624
+427
+217% +$9.97K ﹤0.01% 370
2025
Q2 		$4.6K Hold
197
– – ﹤0.01% 488
2025
Q1 		$4.59K Hold
197
– – ﹤0.01% 544
2024
Q4 		$4.52K Hold
197
– – ﹤0.01% 487
2024
Q3 		$4.62K Hold
197
– – ﹤0.01% 489
2024
Q2 		$4.52K Hold
197
– – ﹤0.01% 467
2024
Q1 		$4.51K Hold
197
– – ﹤0.01% 448
2023
Q4 		$4.54K Hold
197
– – ﹤0.01% 438
2023
Q3 		$4.46K Hold
197
– – ﹤0.01% 413
2023
Q2 		$4.5K Buy
+197
New +$4.53K ﹤0.01% 415

Other funds holding NUSA

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Cherry Tree Wealth Management's NUSA Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) position steady in Q3 2026 at 624 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Cherry Tree Wealth Management first reported a position in NUSA in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.6K in Q3 2025. 4 funds tracked by Wall St. Rank hold NUSA as of Q3 2026.

  • Cherry Tree Wealth Management held 624 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $14.1K as of Q3 2026.
  • Cherry Tree Wealth Management left its Nuveen ESG 1-5 Year US Aggregate Bond ETF share count unchanged in Q3 2026.
  • Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #395 holding.
  • Cherry Tree Wealth Management first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $14.6K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.