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IFP Advisors’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-1,583
Closed -$37K – 4758
2022
Q3 		$37K Sell
1,583
-29
-2% -$621 ﹤0.01% 2619
2022
Q2 		$38K Hold
1,612
– – ﹤0.01% 2355
2022
Q1 		$38K Buy
+1,612
New +$38K ﹤0.01% 2355
2021
Q2 		– Sell
-2,133
Closed -$52.9K – 3165
2021
Q1 		$52K Sell
2,133
-5,379
-72% -$135K ﹤0.01% 1455
2020
Q4 		$194K Buy
7,512
+1,761
+31% +$45.1K 0.01% 815
2020
Q3 		$148K Sell
5,751
-1,962
-25% -$50.7K 0.01% 820
2020
Q2 		$198K Sell
7,713
-256
-3% -$6.49K 0.02% 668
2020
Q1 		$197K Sell
7,969
-1,786
-18% -$44.4K 0.02% 582
2019
Q4 		$241K Sell
9,755
-600
-6% -$14.8K 0.02% 607
2019
Q3 		$257K Buy
+10,355
New +$255K 0.02% 684
2019
Q1 		– Sell
-13,568
Closed -$313K – 3064
2018
Q4 		$313K Sell
13,568
-1,420
-9% -$32.7K 0.02% 697
2018
Q3 		$351K Buy
14,988
+813
+6% +$19.1K 0.01% 815
2018
Q2 		$334K Buy
+14,175
New +$335K 0.01% 837

Other funds holding NUAG

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

IFP Advisors's NUAG Position: Q4 2022 in Review

IFP Advisors sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2022, closing a stake of 1,583 shares — an estimated $37K sold.

IFP Advisors first reported a position in NUAG in Q2 2018 and held it in 13 quarters. The position peaked at $351K in Q3 2018. 30 funds tracked by Wall St. Rank hold NUAG as of Q4 2022.

  • IFP Advisors reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 1,583 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2022, an estimated $37K.
  • IFP Advisors first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2018 and held it in 13 quarters.
  • IFP Advisors's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $351K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.