LPL Financial
NUAG icon

LPL Financial’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

LPL Financial’s Portfolio NUAG Stock Details NUAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.1M Buy
194,874
+38,854
+25% +$824K ﹤0.01% 2814
2025
Q4 		$3.31M Sell
156,020
-53,193
-25% -$1.13M ﹤0.01% 2912
2025
Q3 		$4.46M Buy
209,213
+72,151
+53% +$1.52M ﹤0.01% 2578
2025
Q2 		$2.88M Sell
137,062
-15,786
-10% -$327K ﹤0.01% 2790
2025
Q1 		$3.21M Sell
152,848
-42,887
-22% -$891K ﹤0.01% 2514
2024
Q4 		$4.04M Sell
195,735
-105,491
-35% -$2.22M ﹤0.01% 2246
2024
Q3 		$6.5M Buy
301,226
+56,264
+23% +$1.19M ﹤0.01% 1777
2024
Q2 		$5.07M Sell
244,962
-124,821
-34% -$2.57M ﹤0.01% 1836
2024
Q1 		$7.72M Sell
369,783
-48,755
-12% -$1.02M ﹤0.01% 1486
2023
Q4 		$8.84M Buy
418,538
+9,288
+2% +$187K 0.01% 1325
2023
Q3 		$8.15M Buy
409,250
+343,626
+524% +$7M 0.01% 1288
2023
Q2 		$1.36M Buy
65,624
+1,465
+2% +$30.5K ﹤0.01% 2601
2023
Q1 		$1.35M Buy
64,159
+44,017
+219% +$918K ﹤0.01% 2508
2022
Q4 		$412K Buy
20,142
+5,850
+41% +$119K ﹤0.01% 3425
2022
Q3 		$291K Sell
14,292
-9,750
-41% -$209K ﹤0.01% 3617
2022
Q2 		$518K Buy
24,042
+2,940
+14% +$64.3K ﹤0.01% 3165
2022
Q1 		$484K Buy
21,102
+4,666
+28% +$110K ﹤0.01% 3235
2021
Q4 		$405K Buy
16,436
+1,505
+10% +$37.2K ﹤0.01% 3455
2021
Q3 		$371K Buy
14,931
+36
+0.2% +$902 ﹤0.01% 3476
2021
Q2 		$371K Buy
14,895
+100
+0.7% +$2.48K ﹤0.01% 3414
2021
Q1 		$366K Sell
14,795
-788
-5% -$19.8K ﹤0.01% 3310
2020
Q4 		$401K Buy
15,583
+204
+1% +$5.23K ﹤0.01% 2954
2020
Q3 		$395K Buy
15,379
+843
+6% +$21.8K ﹤0.01% 2675
2020
Q2 		$372K Buy
14,536
+495
+4% +$12.5K ﹤0.01% 2666
2020
Q1 		$350K Sell
14,041
-1,502
-10% -$37.4K ﹤0.01% 2359
2019
Q4 		$383K Sell
15,543
-334
-2% -$8.26K ﹤0.01% 2584
2019
Q3 		$395K Buy
15,877
+936
+6% +$23.1K ﹤0.01% 2455
2019
Q2 		$366K Buy
14,941
+798
+6% +$19.2K ﹤0.01% 2534
2019
Q1 		$338K Buy
14,143
+493
+4% +$11.6K ﹤0.01% 2541
2018
Q4 		$316K Sell
13,650
-2,460
-15% -$56.7K ﹤0.01% 2421
2018
Q3 		$378K Buy
16,110
+1,411
+10% +$33.2K ﹤0.01% 2463
2018
Q2 		$346K Sell
14,699
-2,020
-12% -$47.7K ﹤0.01% 2516
2018
Q1 		$400K Sell
16,719
-2,550
-13% -$61.3K ﹤0.01% 2350
2017
Q4 		$471K Buy
19,269
+6,705
+53% +$165K ﹤0.01% 2108
2017
Q3 		$310K Sell
12,564
-5,702
-31% -$141K ﹤0.01% 2335
2017
Q2 		$450K Buy
+18,266
New +$448K ﹤0.01% 1960

Other funds holding NUAG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial's NUAG Position: Q1 2026 in Review

LPL Financial increased its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 25% in Q1 2026, buying an estimated $824K and bringing the position to 194,874 shares worth $4.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

LPL Financial first reported a position in NUAG in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.84M in Q4 2023. 21 funds tracked by Wall St. Rank hold NUAG as of Q1 2026.

  • LPL Financial held 194,874 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $4.1M as of Q1 2026.
  • LPL Financial bought 38,854 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2026, an estimated $824K.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2814 holding.
  • LPL Financial first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • LPL Financial's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $8.84M in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.