Perigon Wealth Management’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Perigon Wealth Management’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	$1.37M	Buy	65,074 +5,294	+9%	+$111K	0.02%	489
2026 Q1	$1.26M	Sell	59,780 -1,540	-3%	-$32.7K	0.02%	467
2025 Q4	$1.3M	Buy	61,320 +1,466	+2%	+$31.2K	0.02%	468
2025 Q3	$1.28M	Buy	59,854 +3,758	+7%	+$79.2K	0.03%	447
2025 Q2	$1.18M	Buy	56,096 +2,119	+4%	+$43.9K	0.03%	430
2025 Q1	$1.13M	Buy	53,977 +72	+0.1%	+$1.5K	0.03%	424
2024 Q4	$1.11M	Sell	53,905 -196	-0.4%	-$4.12K	0.03%	426
2024 Q3	$1.17M	Buy	54,101 +1,137	+2%	+$24.1K	0.03%	397
2024 Q2	$1.1M	Buy	+52,964	New	+$1.09M	0.03%	353
2021 Q1	–	Sell	-1,467	Closed	-$38K	–	848
2020 Q4	$38K	Buy	+1,467	New	+$37.6K	﹤0.01%	829

Other funds holding NUAG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Perigon Wealth Management's NUAG Position: Q2 2026 in Review

Perigon Wealth Management increased its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 8.9% in Q2 2026, buying an estimated $111K and bringing the position to 65,074 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #489.

Perigon Wealth Management first reported a position in NUAG in Q4 2020 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold NUAG as of Q2 2026.

Perigon Wealth Management held 65,074 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $1.37M as of Q2 2026.
Perigon Wealth Management bought 5,294 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2026, an estimated $111K.
Nuveen Enhanced Yield US Aggregate Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #489 holding.
Perigon Wealth Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2020 and has held it in 10 quarters since.
20 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.