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Klaas Financial Asset Advisors’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Klaas Financial Asset Advisors’s Portfolio NUHY Stock Details NUHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,350
Closed -$451K – 49
2024
Q1 		$451K Buy
21,350
+1,387
+7% +$29.1K 0.09% 41
2023
Q4 		$420K Sell
19,963
-2,699
-12% -$54.7K 0.09% 41
2023
Q3 		$455K Buy
22,662
+2,938
+15% +$59.9K 0.1% 41
2023
Q2 		$406K Buy
19,724
+3,330
+20% +$68.2K 0.09% 41
2023
Q1 		$340K Buy
16,394
+724
+5% +$14.9K 0.08% 39
2022
Q4 		$317K Buy
15,670
+1,897
+14% +$38.5K 0.08% 40
2022
Q3 		$271K Buy
13,773
+5,751
+72% +$120K 0.07% 43
2022
Q2 		$163K Buy
8,022
+1,103
+16% +$23.9K 0.04% 45
2022
Q1 		$160K Buy
6,919
+2,531
+58% +$59.4K 0.04% 46
2021
Q4 		$107K Buy
4,388
+1,271
+41% +$31K 0.02% 46
2021
Q3 		$77K Buy
3,117
+2,444
+363% +$60.5K 0.02% 47
2021
Q2 		$17K Buy
673
+622
+1,220% +$15.4K ﹤0.01% 66
2021
Q1 		$1K Buy
+51
New +$1.27K ﹤0.01% 84

Other funds holding NUHY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Klaas Financial Asset Advisors's NUHY Position: Q2 2024 in Review

Klaas Financial Asset Advisors sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q2 2024, closing a stake of 21,350 shares — an estimated $451K sold.

Klaas Financial Asset Advisors first reported a position in NUHY in Q1 2021 and held it in 13 quarters. The position peaked at $455K in Q3 2023. 53 funds tracked by Wall St. Rank hold NUHY as of Q2 2024.

  • Klaas Financial Asset Advisors reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 21,350 Nuveen ESG High Yield Corporate Bond ETF shares in Q2 2024, an estimated $451K.
  • Klaas Financial Asset Advisors first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q1 2021 and held it in 13 quarters.
  • Klaas Financial Asset Advisors's Nuveen ESG High Yield Corporate Bond ETF position peaked at $455K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q2 2024.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.