Envestnet Portfolio Solutions’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-194,979	Closed	-$4.56M	–	1437
2025 Q4	$4.56M	Buy	194,979 +13,365	+7%	+$313K	0.02%	375
2025 Q3	$4.26M	Buy	181,614 +38,289	+27%	+$894K	0.02%	377
2025 Q2	$3.35M	Buy	143,325 +5,667	+4%	+$132K	0.01%	444
2025 Q1	$3.21M	Buy	137,658 +7,527	+6%	+$174K	0.01%	472
2024 Q4	$2.99M	Buy	130,131 +2,878	+2%	+$66.4K	0.01%	535
2024 Q3	$2.99M	Sell	127,253 -4,739	-4%	-$110K	0.01%	537
2024 Q2	$3.03M	Buy	+131,992	New	+$3.01M	0.01%	511

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

Envestnet Portfolio Solutions's NUSA Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q1 2026, closing a stake of 194,979 shares — an estimated $4.56M sold.

Envestnet Portfolio Solutions first reported a position in NUSA in Q2 2024 and held it in 7 quarters. The position peaked at $4.56M in Q4 2025. 25 funds tracked by Wall St. Rank hold NUSA as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 194,979 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2026, an estimated $4.56M.
Envestnet Portfolio Solutions first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2024 and held it in 7 quarters.
Envestnet Portfolio Solutions's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $4.56M in Q4 2025.
25 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.