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

McNamara Financial Services’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
Q2 		$505K Sell
24,009
-378
-2% -$7.94K 0.09% 68
2026
Q1 		$513K Buy
24,387
+657
+3% +$13.9K 0.1% 64
2025
Q4 		$503K Sell
23,730
-192
-0.8% -$4.09K 0.1% 64
2025
Q3 		$510K Buy
23,922
+136
+0.6% +$2.87K 0.09% 57
2025
Q2 		$500K Buy
23,786
+7,703
+48% +$160K 0.1% 55
2025
Q1 		$337K Sell
16,083
-448
-3% -$9.31K 0.07% 65
2024
Q4 		$341K Sell
16,531
-3,679
-18% -$77.4K 0.08% 52
2024
Q3 		$436K Buy
20,210
+47
+0.2% +$998 0.09% 54
2024
Q2 		$417K Sell
20,163
-698
-3% -$14.4K 0.09% 47
2024
Q1 		$436K Buy
20,861
+2,214
+12% +$46.1K 0.09% 45
2023
Q4 		$394K Buy
18,647
+26
+0.1% +$525 0.09% 47
2023
Q3 		$371K Buy
18,621
+64
+0.3% +$1.3K 0.09% 48
2023
Q2 		$380K Buy
18,557
+451
+2% +$9.39K 0.09% 49
2023
Q1 		$381K Buy
18,106
+1,433
+9% +$29.9K 0.09% 46
2022
Q4 		$341K Buy
16,673
+908
+6% +$18.5K 0.09% 49
2022
Q3 		$321K Sell
15,765
-2,871
-15% -$61.5K 0.09% 47
2022
Q2 		$401K Buy
18,636
+3,038
+19% +$66.4K 0.11% 40
2022
Q1 		$358K Buy
15,598
+279
+2% +$6.58K 0.1% 45
2021
Q4 		$377K Hold
15,319
– – 0.1% 43
2021
Q3 		$380K Sell
15,319
-115
-0.7% -$2.88K 0.1% 38
2021
Q2 		$385K Buy
15,434
+7,128
+86% +$177K 0.11% 38
2021
Q1 		$213K Hold
8,306
– – 0.07% 50
2020
Q4 		$213K Hold
8,306
– – 0.07% 44
2020
Q3 		$213K Buy
8,306
+61
+0.7% +$1.57K 0.07% 44
2020
Q2 		$211K Sell
8,245
-698
-8% -$17.7K 0.08% 47
2020
Q1 		$223K Buy
+8,943
New +$222K 0.09% 40

Other funds holding NUAG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $6.36B AUM 28.76% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

McNamara Financial Services's NUAG Position: Q2 2026 in Review

McNamara Financial Services reduced its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 1.6% in Q2 2026, selling an estimated $7.94K and leaving 24,009 shares worth $505K. The position accounts for 0.09% of the portfolio, ranked #68.

McNamara Financial Services first reported a position in NUAG in Q1 2020 and has held it in 26 quarters since. The position peaked at $513K in Q1 2026. 20 funds tracked by Wall St. Rank hold NUAG as of Q2 2026.

  • McNamara Financial Services held 24,009 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $505K as of Q2 2026.
  • McNamara Financial Services sold 378 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2026, an estimated $7.94K.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up 0.09% of McNamara Financial Services's portfolio in Q2 2026, its #68 holding.
  • McNamara Financial Services first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • McNamara Financial Services's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $513K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.