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Rothschild Investment LLC’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Rothschild Investment LLC’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 		$18.2K Buy
865
+3
+0.3% +$63 ﹤0.01% 1583
2026
Q1 		$18.1K Buy
862
+3
+0.3% +$64 ﹤0.01% 1461
2025
Q4 		$18.2K Buy
+859
New +$18.3K ﹤0.01% 1360

Other funds holding NUAG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return

Rothschild Investment LLC's NUAG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) stake by 0.35% in Q2 2026, buying an estimated $63 and bringing the position to 865 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Rothschild Investment LLC first reported a position in NUAG in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.2K in Q4 2025. 10 funds tracked by Wall St. Rank hold NUAG as of Q2 2026.

  • Rothschild Investment LLC held 865 shares of Nuveen Enhanced Yield US Aggregate Bond ETF worth $18.2K as of Q2 2026.
  • Rothschild Investment LLC bought 3 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2026, an estimated $63.
  • Nuveen Enhanced Yield US Aggregate Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1583 holding.
  • Rothschild Investment LLC first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $18.2K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.