Harbour Investments’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Harbour Investments’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	–	Sell	-3,430	Closed	-$74K	–	3561
2024 Q3	$74K	Hold	3,430	–	–	﹤0.01%	1475
2024 Q2	$70.9K	Hold	3,430	–	–	﹤0.01%	1391
2024 Q1	$71.6K	Sell	3,430 -620	-15%	-$12.9K	﹤0.01%	1356
2023 Q4	$85.6K	Hold	4,050	–	–	﹤0.01%	1198
2023 Q3	$80.7K	Hold	4,050	–	–	﹤0.01%	1129
2023 Q2	$83.9K	Hold	4,050	–	–	﹤0.01%	1129
2023 Q1	$85.1K	Hold	4,050	–	–	﹤0.01%	1115
2022 Q4	$82.9K	Hold	4,050	–	–	0.01%	1092
2022 Q3	$87K	Hold	4,050	–	–	0.01%	1039
2022 Q2	$87K	Buy	+4,050	New	+$88.5K	0.01%	1039
2021 Q4	$100K	Hold	4,050	–	–	0.01%	971
2021 Q3	$101K	Hold	4,050	–	–	﹤0.01%	1371
2021 Q2	$101K	Hold	4,050	–	–	﹤0.01%	1393
2021 Q1	$100K	Buy	+4,050	New	+$102K	﹤0.01%	1300

Other funds holding NUAG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Harbour Investments's NUAG Position: Q4 2024 in Review

Harbour Investments sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2024, closing a stake of 3,430 shares — an estimated $74K sold.

Harbour Investments first reported a position in NUAG in Q1 2021 and held it in 14 quarters. The position peaked at $101K in Q3 2021. 26 funds tracked by Wall St. Rank hold NUAG as of Q4 2024.

Harbour Investments reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Harbour Investments sold 3,430 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2024, an estimated $74K.
Harbour Investments first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2021 and held it in 14 quarters.
Harbour Investments's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $101K in Q3 2021.
26 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.