LPL Financial
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LPL Financial’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

LPL Financial’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
2026
Q2 		$2.69M Buy
115,874
+9,762
+9% +$226K ﹤0.01% 3427
2026
Q1 		$2.47M Sell
106,112
-21,286
-17% -$498K ﹤0.01% 3296
2025
Q4 		$2.98M Sell
127,398
-7,215
-5% -$169K ﹤0.01% 3025
2025
Q3 		$3.16M Sell
134,613
-1,097
-0.8% -$25.6K ﹤0.01% 2897
2025
Q2 		$3.17M Sell
135,710
-31,073
-19% -$722K ﹤0.01% 2692
2025
Q1 		$3.89M Buy
166,783
+100,643
+152% +$2.32M ﹤0.01% 2370
2024
Q4 		$1.52M Buy
66,140
+23,373
+55% +$539K ﹤0.01% 3135
2024
Q3 		$1M Sell
42,767
-10,587
-20% -$246K ﹤0.01% 3403
2024
Q2 		$1.22M Buy
53,354
+202
+0.4% +$4.6K ﹤0.01% 3067
2024
Q1 		$1.22M Sell
53,152
-72,163
-58% -$1.65M ﹤0.01% 3004
2023
Q4 		$2.89M Sell
125,315
-585,866
-82% -$13.3M ﹤0.01% 2106
2023
Q3 		$16.1M Buy
711,181
+239,516
+51% +$5.45M 0.01% 899
2023
Q2 		$10.8M Buy
471,665
+378,547
+407% +$8.7M 0.01% 1093
2023
Q1 		$2.15M Buy
93,118
+13,253
+17% +$303K ﹤0.01% 2092
2022
Q4 		$1.81M Sell
79,865
-7,092
-8% -$161K ﹤0.01% 2139
2022
Q3 		$1.97M Buy
86,957
+14,517
+20% +$336K ﹤0.01% 2001
2022
Q2 		$1.69M Buy
72,440
+50,809
+235% +$1.19M ﹤0.01% 2161
2022
Q1 		$514K Sell
21,631
-32,435
-60% -$786K ﹤0.01% 3178
2021
Q4 		$1.34M Sell
54,066
-3,000
-5% -$74.6K ﹤0.01% 2421
2021
Q3 		$1.43M Buy
57,066
+5,323
+10% +$134K ﹤0.01% 2313
2021
Q2 		$1.31M Sell
51,743
-3,334
-6% -$84.3K ﹤0.01% 2342
2021
Q1 		$1.39M Buy
55,077
+6,111
+12% +$155K ﹤0.01% 2114
2020
Q4 		$1.25M Sell
48,966
-2,419
-5% -$61.7K ﹤0.01% 2014
2020
Q3 		$1.31M Buy
51,385
+21,227
+70% +$544K ﹤0.01% 1725
2020
Q2 		$772K Buy
+30,158
New +$763K ﹤0.01% 2039

Other funds holding NUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LPL Financial's NUSA Position: Q2 2026 in Review

LPL Financial increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 9.2% in Q2 2026, buying an estimated $226K and bringing the position to 115,874 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

LPL Financial first reported a position in NUSA in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.1M in Q3 2023. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

  • LPL Financial held 115,874 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $2.69M as of Q2 2026.
  • LPL Financial bought 9,762 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2026, an estimated $226K.
  • Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3427 holding.
  • LPL Financial first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $16.1M in Q3 2023.
  • 23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.