Global Retirement Partners’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Global Retirement Partners’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
2025 Q4	$77.8K	Buy	3,327 +546	+20%	+$12.8K	﹤0.01%	2069
2025 Q3	$65.2K	Buy	2,781 +27	+1%	+$631	﹤0.01%	1748
2025 Q2	$64.3K	Buy	+2,754	New	+$64K	﹤0.01%	1638
2024 Q4	$62.1K	Buy	2,708 +34	+1%	+$785	﹤0.01%	1516
2024 Q3	$62.7K	Buy	+2,674	New	+$62.1K	﹤0.01%	1453

Other funds holding NUSA

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Global Retirement Partners's NUSA Position: Q4 2025 in Review

Global Retirement Partners increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 20% in Q4 2025, buying an estimated $12.8K and bringing the position to 3,327 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Global Retirement Partners first reported a position in NUSA in Q3 2024 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold NUSA as of Q4 2025.

Global Retirement Partners held 3,327 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $77.8K as of Q4 2025.
Global Retirement Partners bought 546 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q4 2025, an estimated $12.8K.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2069 holding.
Global Retirement Partners first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2024 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.