FCG
NUSA icon

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

Financial Connections Group’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 		$375K Sell
16,108
-1,589
-9% -$37.2K 0.13% 51
2025
Q4 		$413K Sell
17,697
-66,223
-79% -$1.55M 0.14% 50
2025
Q3 		$1.97M Buy
83,920
+5,971
+8% +$139K 0.77% 26
2025
Q2 		$1.82M Buy
+77,949
New +$1.81M 0.75% 26

Other funds holding NUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Connections Group's NUSA Position: Q1 2026 in Review

Financial Connections Group reduced its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 9% in Q1 2026, selling an estimated $37.2K and leaving 16,108 shares worth $375K. The position accounts for 0.13% of the portfolio, ranked #51.

Financial Connections Group first reported a position in NUSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.97M in Q3 2025. 25 funds tracked by Wall St. Rank hold NUSA as of Q1 2026.

  • Financial Connections Group held 16,108 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $375K as of Q1 2026.
  • Financial Connections Group sold 1,589 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2026, an estimated $37.2K.
  • Nuveen ESG 1-5 Year US Aggregate Bond ETF made up 0.13% of Financial Connections Group's portfolio in Q1 2026, its #51 holding.
  • Financial Connections Group first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Financial Connections Group's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $1.97M 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 Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.