Global Retirement Partners’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Global Retirement Partners’s Portfolio NUHY Stock Details NUHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.01K	Sell	95 -40	-30%	-$855	﹤0.01%	3072
2024 Q3	$2.93K	Hold	135	–	–	﹤0.01%	2798
2024 Q2	$2.82K	Hold	135	–	–	﹤0.01%	2836
2024 Q1	$2.85K	Hold	135	–	–	﹤0.01%	2613
2023 Q4	$2.83K	Buy	135 +58	+75%	+$1.18K	﹤0.01%	2541
2023 Q3	$1.52K	Hold	77	–	–	﹤0.01%	2635
2023 Q2	$1.58K	Sell	77 -78	-50%	-$1.6K	﹤0.01%	2626
2023 Q1	$3.18K	Sell	155 -41	-21%	-$844	﹤0.01%	2335
2022 Q4	$3.97K	Hold	196	–	–	﹤0.01%	2102
2022 Q3	$4K	Hold	196	–	–	﹤0.01%	2018
2022 Q2	$4K	Hold	196	–	–	﹤0.01%	1977
2022 Q1	$4K	Buy	+196	New	+$4.6K	﹤0.01%	1977

Other funds holding NUHY

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

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

Global Retirement Partners reduced its Nuveen ESG High Yield Corporate Bond ETF (NUHY) stake by 30% in Q4 2024, selling an estimated $855 and leaving 95 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Global Retirement Partners first reported a position in NUHY in Q1 2022 and has held it in 12 quarters since. The position peaked at $4K in Q3 2022. 57 funds tracked by Wall St. Rank hold NUHY as of Q4 2024.

Global Retirement Partners held 95 shares of Nuveen ESG High Yield Corporate Bond ETF worth $2.01K as of Q4 2024.
Global Retirement Partners sold 40 Nuveen ESG High Yield Corporate Bond ETF shares in Q4 2024, an estimated $855.
Nuveen ESG High Yield Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3072 holding.
Global Retirement Partners first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q1 2022 and has held it in 12 quarters since.
Global Retirement Partners's Nuveen ESG High Yield Corporate Bond ETF position peaked at $4K in Q3 2022.
57 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q4 2024.

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