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

NewEdge Advisors’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 Q1	$12.2K	Sell	525 -500	-49%	-$11.7K	﹤0.01%	3349
2025 Q4	$24K	Hold	1,025	–	–	﹤0.01%	3193
2025 Q3	$24K	Hold	1,025	–	–	﹤0.01%	3067
2025 Q2	$23.9K	Hold	1,025	–	–	﹤0.01%	2888
2025 Q1	$23.9K	Hold	1,025	–	–	﹤0.01%	2805
2024 Q4	$23.5K	Sell	1,025 -1,850	-64%	-$42.7K	﹤0.01%	2762
2024 Q3	$67.5K	Hold	2,875	–	–	﹤0.01%	2332
2024 Q2	$65.9K	Hold	2,875	–	–	﹤0.01%	2258
2024 Q1	$65.8K	Sell	2,875 -3,785	-57%	-$86.8K	﹤0.01%	2207
2023 Q4	$154K	Sell	6,660 -345	-5%	-$7.84K	﹤0.01%	1795
2023 Q3	$159K	Buy	7,005 +2,485	+55%	+$56.5K	﹤0.01%	1695
2023 Q2	$103K	Buy	+4,520	New	+$104K	﹤0.01%	1841

Other funds holding NUSA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewEdge Advisors's NUSA Position: Q1 2026 in Review

NewEdge Advisors reduced its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 49% in Q1 2026, selling an estimated $11.7K and leaving 525 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

NewEdge Advisors first reported a position in NUSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $159K in Q3 2023. 25 funds tracked by Wall St. Rank hold NUSA as of Q1 2026.

NewEdge Advisors held 525 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $12.2K as of Q1 2026.
NewEdge Advisors sold 500 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2026, an estimated $11.7K.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3349 holding.
NewEdge Advisors first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
NewEdge Advisors's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $159K in Q3 2023.
25 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.