Rockefeller Capital Management’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Rockefeller Capital Management’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 Q2	$49.9K	Buy	2,152 +3	+0.1%	+$70	﹤0.01%	3372
2026 Q1	$50.1K	Sell	2,149 -2	-0.1%	-$47	﹤0.01%	3275
2025 Q4	$50.3K	Sell	2,151 -1,413	-40%	-$33.1K	﹤0.01%	3068
2025 Q3	$83.6K	Buy	+3,564	New	+$83.3K	﹤0.01%	2655
2023 Q1	–	Sell	-2,221	Closed	-$50K	–	3245
2022 Q4	$50K	Buy	2,221 +21	+1%	+$476	﹤0.01%	2383
2022 Q3	$49K	Buy	+2,200	New	+$50.9K	﹤0.01%	2356

Other funds holding NUSA

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.47B AUM 24.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management's NUSA Position: Q2 2026 in Review

Rockefeller Capital Management increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 0.14% in Q2 2026, buying an estimated $70 and bringing the position to 2,152 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Rockefeller Capital Management first reported a position in NUSA in Q3 2022 and has held it in 6 quarters since. The position peaked at $83.6K in Q3 2025. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

Rockefeller Capital Management held 2,152 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $49.9K as of Q2 2026.
Rockefeller Capital Management bought 3 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2026, an estimated $70.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3372 holding.
Rockefeller Capital Management first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2022 and has held it in 6 quarters since.
Rockefeller Capital Management's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $83.6K in Q3 2025.
23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.