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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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

McNamara Financial Services's NUAG Position: Q1 2026 in Review

McNamara Financial Services increased its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 2.8% in Q1 2026, buying an estimated $13.9K and bringing the position to 24,387 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #64.

McNamara Financial Services first reported a position in NUAG in Q1 2020 and has held it in 25 quarters since. 21 funds tracked by Wall St. Rank hold NUAG as of Q1 2026.

  • McNamara Financial Services held 24,387 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $513K as of Q1 2026.
  • McNamara Financial Services bought 657 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2026, an estimated $13.9K.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up 0.1% of McNamara Financial Services's portfolio in Q1 2026, its #64 holding.
  • McNamara Financial Services first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2026.

Based on McNamara Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.