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Global Retirement Partners’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Global Retirement Partners’s Portfolio NUAG Stock Details NUAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$17.1K Hold
827
– – ﹤0.01% 2176
2024
Q3 		$17.8K Sell
827
-77
-9% -$1.63K ﹤0.01% 2045
2024
Q2 		$18.7K Hold
904
– – ﹤0.01% 2020
2024
Q1 		$18.9K Hold
904
– – ﹤0.01% 1842
2023
Q4 		$18.9K Hold
904
– – ﹤0.01% 1784
2023
Q3 		$17.8K Hold
904
– – ﹤0.01% 1691
2023
Q2 		$18.7K Hold
904
– – ﹤0.01% 1690
2023
Q1 		$19K Buy
904
+77
+9% +$1.61K ﹤0.01% 1652
2022
Q4 		$16.9K Hold
827
– – ﹤0.01% 1547
2022
Q3 		$17K Sell
827
-43
-5% -$921 ﹤0.01% 1465
2022
Q2 		$19K Hold
870
– – ﹤0.01% 1370
2022
Q1 		$19K Buy
+870
New +$20.5K ﹤0.01% 1369
2021
Q4 		– Sell
-870
Closed -$22K – 1259
2021
Q3 		$22K Sell
870
-71
-8% -$1.78K ﹤0.01% 1178
2021
Q2 		$23K Hold
941
– – ﹤0.01% 1148
2021
Q1 		$23K Sell
941
-526
-36% -$13.2K ﹤0.01% 1065
2020
Q4 		$38K Hold
1,467
– – ﹤0.01% 824
2020
Q3 		$38K Buy
1,467
+71
+5% +$1.83K 0.01% 713
2020
Q2 		$36K Hold
1,396
– – 0.01% 731
2020
Q1 		$35K Sell
1,396
-688
-33% -$17.1K 0.01% 652
2019
Q4 		$51K Hold
2,084
– – 0.01% 636
2019
Q3 		$52K Sell
2,084
-377
-15% -$9.3K 0.01% 623
2019
Q2 		$60K Hold
2,461
– – 0.01% 570
2019
Q1 		$59K Hold
2,461
– – 0.01% 508
2018
Q4 		$57K Sell
2,461
-1,391
-36% -$32.1K 0.01% 486
2018
Q3 		$90K Hold
3,852
– – 0.02% 421
2018
Q2 		$91K Sell
3,852
-457
-11% -$10.8K 0.02% 406
2018
Q1 		$103K Sell
4,309
-43,282
-91% -$1.04M 0.03% 372
2017
Q4 		$1.16M Buy
47,591
+19,515
+70% +$480K 0.32% 53
2017
Q3 		$693K Buy
28,076
+6,179
+28% +$152K 0.29% 74
2017
Q2 		$539K Buy
+21,897
New +$537K 0.25% 97

Other funds holding NUAG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's NUAG Position: Q4 2024 in Review

Global Retirement Partners held its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) position steady in Q4 2024 at 827 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Global Retirement Partners first reported a position in NUAG in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.16M in Q4 2017. 26 funds tracked by Wall St. Rank hold NUAG as of Q4 2024.

  • Global Retirement Partners held 827 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $17.1K as of Q4 2024.
  • Global Retirement Partners left its Nuveen Enhanced Yield US Aggregate Bond ETF share count unchanged in Q4 2024.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2176 holding.
  • Global Retirement Partners first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2017 and has held it in 30 quarters since.
  • Global Retirement Partners's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $1.16M in Q4 2017.
  • 26 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.