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
2026 Q2	$78.1K	Buy	+3,370	New	+$78.1K	﹤0.01%	2231
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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.47B AUM 24.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's NUSA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q2 2026: 3,370 shares worth $78.1K. The stake represents ﹤0.01% of the portfolio and ranks #2231 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NUSA as recently as Q4 2025.

Global Retirement Partners first reported a position in NUSA in Q3 2024 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

Global Retirement Partners held 3,370 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $78.1K as of Q2 2026.
Nuveen ESG 1-5 Year US Aggregate Bond ETF was a new Global Retirement Partners position in Q2 2026.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2231 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 6 quarters since.
23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.