IHT Wealth Management’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

IHT Wealth Management’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
2019 Q4	–	Sell	-8,605	Closed	-$216K	–	641
2019 Q3	$216K	Sell	8,605 -1,000	-10%	-$25K	0.03%	523
2019 Q2	$239K	Buy	9,605 +205	+2%	+$5.06K	0.03%	452
2019 Q1	$232K	Hold	9,400	–	–	0.04%	423
2018 Q4	$229K	Hold	9,400	–	–	0.04%	395
2018 Q3	$228K	Hold	9,400	–	–	0.05%	381
2018 Q2	$229K	Sell	9,400 -2,500	-21%	-$60.9K	0.06%	355
2018 Q1	$291K	Hold	11,900	–	–	0.08%	276
2017 Q4	$295K	Buy	11,900 +4,000	+51%	+$99.7K	0.08%	284
2017 Q3	$198K	Buy	+7,900	New	+$198K	0.08%	248

Other funds holding NUSA

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

IHT Wealth Management's NUSA Position: Q4 2019 in Review

IHT Wealth Management sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q4 2019, closing a stake of 8,605 shares — an estimated $216K sold.

IHT Wealth Management first reported a position in NUSA in Q3 2017 and held it in 9 quarters. The position peaked at $295K in Q4 2017. 12 funds tracked by Wall St. Rank hold NUSA as of Q4 2019.

IHT Wealth Management reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
IHT Wealth Management sold 8,605 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q4 2019, an estimated $216K.
IHT Wealth Management first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2017 and held it in 9 quarters.
IHT Wealth Management's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $295K in Q4 2017.
12 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q4 2019.

Based on IHT Wealth Management's 13F filing for Q4 2019, filed 18 Feb 2020.