Sargent Bickham Lagudis’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$301K	Sell	14,878 -733	-5%	-$14.9K	0.02%	230
2022 Q3	$307K	Buy	15,611 +1,219	+8%	+$25.5K	0.03%	211
2022 Q2	$293K	Buy	14,392 +1,618	+13%	+$35.1K	0.03%	216
2022 Q1	$295K	Sell	12,774 -268	-2%	-$6.29K	0.02%	214
2021 Q4	$318K	Sell	13,042 -4,386	-25%	-$107K	0.02%	200
2021 Q3	$431K	Hold	17,428	–	–	0.04%	184
2021 Q2	$433K	Buy	17,428 +11,011	+172%	+$273K	0.04%	187
2021 Q1	$159K	Buy	6,417 +1,794	+39%	+$44.6K	0.01%	274
2020 Q4	$116K	Sell	4,623 -4,202	-48%	-$104K	0.01%	312
2020 Q3	$215K	Buy	8,825 +935	+12%	+$22.8K	0.02%	206
2020 Q2	$186K	Buy	7,890 +3,728	+90%	+$86.5K	0.02%	209
2020 Q1	$93K	Buy	+4,162	New	+$101K	0.01%	266

Other funds holding NUHY

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Sargent Bickham Lagudis's NUHY Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Nuveen ESG High Yield Corporate Bond ETF (NUHY) stake by 4.7% in Q4 2022, selling an estimated $14.9K and leaving 14,878 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #230.

Sargent Bickham Lagudis first reported a position in NUHY in Q1 2020 and has held it in 12 quarters since. The position peaked at $433K in Q2 2021. 42 funds tracked by Wall St. Rank hold NUHY as of Q4 2022.

Sargent Bickham Lagudis held 14,878 shares of Nuveen ESG High Yield Corporate Bond ETF worth $301K as of Q4 2022.
Sargent Bickham Lagudis sold 733 Nuveen ESG High Yield Corporate Bond ETF shares in Q4 2022, an estimated $14.9K.
Nuveen ESG High Yield Corporate Bond ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #230 holding.
Sargent Bickham Lagudis first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's Nuveen ESG High Yield Corporate Bond ETF position peaked at $433K in Q2 2021.
42 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.