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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Perigon Wealth Management's NUAG Position: Q1 2026 in Review

Perigon Wealth Management reduced its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 2.5% in Q1 2026, selling an estimated $32.7K and leaving 59,780 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #467.

Perigon Wealth Management first reported a position in NUAG in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2025. 21 funds tracked by Wall St. Rank hold NUAG as of Q1 2026.

Perigon Wealth Management held 59,780 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $1.26M as of Q1 2026.
Perigon Wealth Management sold 1,540 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q1 2026, an estimated $32.7K.
Nuveen Enhanced Yield US Aggregate Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #467 holding.
Perigon Wealth Management first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2020 and has held it in 9 quarters since.
Perigon Wealth Management's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $1.3M in Q4 2025.
21 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.