Commonwealth Equity Services’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Commonwealth Equity Services’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	$408K	Hold	18,000	–	–	﹤0.01%	3446
2026 Q2	$417K	Buy	+18,000	New	+$417K	﹤0.01%	3460
2023 Q3	–	Sell	-12,830	Closed	-$293K	–	3905
2023 Q2	$293K	Sell	12,830 -392	-3%	-$9.01K	﹤0.01%	3074
2023 Q1	$304K	Sell	13,222 -8,854	-40%	-$203K	﹤0.01%	2960
2022 Q4	$501K	Sell	22,076 -4,424	-17%	-$100K	﹤0.01%	2467
2022 Q3	$599K	Sell	26,500 -2,194	-8%	-$50.8K	﹤0.01%	2258
2022 Q2	$667K	Sell	28,694 -1,745	-6%	-$40.8K	﹤0.01%	2207
2022 Q1	$723K	Sell	30,439 -4,006	-12%	-$97.1K	﹤0.01%	2239
2021 Q4	$851K	Buy	34,445 +2,835	+9%	+$70.5K	﹤0.01%	2109
2021 Q3	$793K	Sell	31,610 -8,221	-21%	-$207K	﹤0.01%	2106
2021 Q2	$1M	Sell	39,831 -2,911	-7%	-$73.6K	﹤0.01%	1906
2021 Q1	$1.08M	Buy	42,742 +9,268	+28%	+$236K	﹤0.01%	1736
2020 Q4	$854K	Buy	+33,474	New	+$854K	﹤0.01%	1761

Other funds holding NUSA

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Commonwealth Equity Services's NUSA Position: Q3 2026 in Review

Commonwealth Equity Services held its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) position steady in Q3 2026 at 18,000 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

Commonwealth Equity Services first reported a position in NUSA in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.08M in Q1 2021. 9 funds tracked by Wall St. Rank hold NUSA as of Q3 2026.

Commonwealth Equity Services held 18,000 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $408K as of Q3 2026.
Commonwealth Equity Services 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 Commonwealth Equity Services's portfolio in Q3 2026, its #3446 holding.
Commonwealth Equity Services first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q4 2020 and has held it in 13 quarters since.
Commonwealth Equity Services's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $1.08M in Q1 2021.
9 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.