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

Pacific Sun 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
2024 Q2	–	Sell	-9,660	Closed	-$221K	–	181
2024 Q1	$221K	Sell	9,660 -750	-7%	-$17.2K	0.13%	171
2023 Q4	$240K	Sell	10,410 -570	-5%	-$12.9K	0.15%	156
2023 Q3	$249K	Sell	10,980 -11,830	-52%	-$269K	0.17%	144
2023 Q2	$526K	Buy	+22,810	New	+$524K	0.35%	90
2022 Q4	$587K	Sell	25,860 -8,000	-24%	-$181K	0.41%	74
2022 Q3	$765K	Sell	33,860 -650	-2%	-$15.1K	0.54%	63
2022 Q2	$803K	Sell	34,510 -1,200	-3%	-$28.1K	0.53%	63
2022 Q1	$849K	Sell	35,710 -250	-0.7%	-$6.06K	0.47%	70
2021 Q4	$889K	Buy	35,960 +1,260	+4%	+$31.3K	0.47%	68
2021 Q3	$871K	Buy	+34,700	New	+$875K	0.5%	62
2020 Q3	$343K	Buy	+13,410	New	+$343K	0.29%	105

Other funds holding NUSA

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pacific Sun Financial's NUSA Position: Q2 2024 in Review

Pacific Sun Financial sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q2 2024, closing a stake of 9,660 shares — an estimated $221K sold.

Pacific Sun Financial first reported a position in NUSA in Q3 2020 and held it in 11 quarters. The position peaked at $889K in Q4 2021. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2024.

Pacific Sun Financial reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Pacific Sun Financial sold 9,660 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2024, an estimated $221K.
Pacific Sun Financial first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2020 and held it in 11 quarters.
Pacific Sun Financial's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $889K in Q4 2021.
23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2024.

Based on Pacific Sun Financial's 13F filing for Q2 2024, filed 19 Jul 2024.