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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cherry Tree Wealth Management's NUSA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) position steady in Q1 2026 at 624 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Cherry Tree Wealth Management first reported a position in NUSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.6K in Q3 2025. 25 funds tracked by Wall St. Rank hold NUSA as of Q1 2026.

Cherry Tree Wealth Management held 624 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $14.5K as of Q1 2026.
Cherry Tree Wealth Management left its Nuveen ESG 1-5 Year US Aggregate Bond ETF share count unchanged in Q1 2026.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #374 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 12 quarters since.
Cherry Tree Wealth Management's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $14.6K in Q3 2025.
25 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.