Retirement Capital Strategies’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Retirement Capital Strategies’s Portfolio NUHY Stock Details NUHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-52,448	Closed	-$1.13M	–	67
2025 Q4	$1.13M	Buy	+52,448	New	+$1.13M	0.42%	37
2025 Q1	–	Sell	-10,858	Closed	-$229K	–	84
2024 Q4	$229K	Buy	+10,858	New	+$232K	0.09%	73
2024 Q2	–	Sell	-39,441	Closed	-$833K	–	77
2024 Q1	$833K	Buy	+39,441	New	+$828K	0.34%	45

Other funds holding NUHY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Capital Strategies's NUHY Position: Q1 2026 in Review

Retirement Capital Strategies sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q1 2026, closing a stake of 52,448 shares — an estimated $1.13M sold.

Retirement Capital Strategies first reported a position in NUHY in Q1 2024 and held it in 3 quarters. The position peaked at $1.13M in Q4 2025. 61 funds tracked by Wall St. Rank hold NUHY as of Q1 2026.

Retirement Capital Strategies reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Retirement Capital Strategies sold 52,448 Nuveen ESG High Yield Corporate Bond ETF shares in Q1 2026, an estimated $1.13M.
Retirement Capital Strategies first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q1 2024 and held it in 3 quarters.
Retirement Capital Strategies's Nuveen ESG High Yield Corporate Bond ETF position peaked at $1.13M in Q4 2025.
61 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.