NI
NUAG icon

Natural Investments’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Natural Investments’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
2025
Q4 		– Sell
-78,424
Closed -$2.5M – 291
2025
Q3 		$2.5M Buy
+78,424
New +$1.65M 0.62% 38

Other funds holding NUAG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Natural Investments's NUAG Position: Q4 2025 in Review

Natural Investments sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2025, closing a stake of 78,424 shares — an estimated $2.5M sold.

Natural Investments first reported a position in NUAG in Q3 2025 and held it in 1 quarter. The position peaked at $2.5M in Q3 2025. 23 funds tracked by Wall St. Rank hold NUAG as of Q4 2025.

  • Natural Investments reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Natural Investments sold 78,424 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2025, an estimated $2.5M.
  • Natural Investments first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Natural Investments's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $2.5M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.