IAA
NUSA icon

Independent Advisor Alliance’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-10,360
Closed -$259K – 704
2019
Q4 		$259K Buy
+10,360
New +$259K 0.01% 734

Other funds holding NUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's NUSA Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q1 2020, closing a stake of 10,360 shares — an estimated $259K sold.

Independent Advisor Alliance first reported a position in NUSA in Q4 2019 and held it in 1 quarter. The position peaked at $259K in Q4 2019. 11 funds tracked by Wall St. Rank hold NUSA as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,360 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2020, an estimated $259K.
  • Independent Advisor Alliance first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $259K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.