Legacy Financial Group (Iowa)
NUHY icon

Legacy Financial Group (Iowa)’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Legacy Financial Group (Iowa)’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
2025
Q3 		– Sell
-10,045
Closed -$218K – 123
2025
Q2 		$218K Buy
10,045
+37
+0.4% +$783 0.03% 112
2025
Q1 		$212K Buy
10,008
+32
+0.3% +$682 0.03% 109
2024
Q4 		$211K Sell
9,976
-581
-6% -$12.4K 0.03% 108
2024
Q3 		$229K Buy
10,557
+211
+2% +$4.5K 0.04% 55
2024
Q2 		$216K Sell
10,346
-270
-3% -$5.64K 0.04% 101
2024
Q1 		$224K Buy
+10,616
New +$223K 0.05% 94
2023
Q4 		– Sell
-10,522
Closed -$211K – 350
2023
Q3 		$211K Buy
+10,522
New +$214K 0.05% 91

Other funds holding NUHY

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Group (Iowa)'s NUHY Position: Q3 2025 in Review

Legacy Financial Group (Iowa) sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q3 2025, closing a stake of 10,045 shares — an estimated $218K sold.

Legacy Financial Group (Iowa) first reported a position in NUHY in Q3 2023 and held it in 7 quarters. The position peaked at $229K in Q3 2024. 53 funds tracked by Wall St. Rank hold NUHY as of Q3 2025.

  • Legacy Financial Group (Iowa) reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 10,045 Nuveen ESG High Yield Corporate Bond ETF shares in Q3 2025, an estimated $218K.
  • Legacy Financial Group (Iowa) first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q3 2023 and held it in 7 quarters.
  • Legacy Financial Group (Iowa)'s Nuveen ESG High Yield Corporate Bond ETF position peaked at $229K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q3 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q3 2025, filed 6 Jan 2026.