Lockerman Financial Group’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Lockerman Financial Group’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 Q2	–	Sell	-9,706	Closed	-$206K	–	130
2025 Q1	$206K	Sell	9,706 -9,112	-48%	-$194K	0.31%	112
2024 Q4	$398K	Buy	18,818 +183	+1%	+$3.91K	0.68%	47
2024 Q3	$404K	Hold	18,635	–	–	0.68%	47
2024 Q2	$390K	Hold	18,635	–	–	0.71%	42
2024 Q1	$394K	Sell	18,635 -201	-1%	-$4.22K	0.75%	43
2023 Q4	$396K	Sell	18,836 -114	-0.6%	-$2.31K	0.92%	34
2023 Q3	$381K	Sell	18,950 -51	-0.3%	-$1.04K	1.02%	31
2023 Q2	$391K	Sell	19,001 -4,053	-18%	-$83K	1.09%	25
2023 Q1	$478K	Sell	23,054 -686	-3%	-$14.1K	1.32%	20
2022 Q4	$481K	Sell	23,740 -1,027	-4%	-$20.9K	1.4%	20
2022 Q3	$488K	Buy	24,767 +3,634	+17%	+$75.9K	1.4%	19
2022 Q2	$431K	Hold	21,133	–	–	1.38%	18
2022 Q1	$488K	Sell	21,133 -418	-2%	-$9.81K	1.32%	17
2021 Q4	$525K	Buy	+21,551	New	+$526K	1.37%	17

Other funds holding NUHY

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Lockerman Financial Group's NUHY Position: Q2 2025 in Review

Lockerman Financial Group sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q2 2025, closing a stake of 9,706 shares — an estimated $206K sold.

Lockerman Financial Group first reported a position in NUHY in Q4 2021 and held it in 14 quarters. The position peaked at $525K in Q4 2021. 57 funds tracked by Wall St. Rank hold NUHY as of Q2 2025.

Lockerman Financial Group reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Lockerman Financial Group sold 9,706 Nuveen ESG High Yield Corporate Bond ETF shares in Q2 2025, an estimated $206K.
Lockerman Financial Group first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q4 2021 and held it in 14 quarters.
Lockerman Financial Group's Nuveen ESG High Yield Corporate Bond ETF position peaked at $525K in Q4 2021.
57 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q2 2025.

Based on Lockerman Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.