Steward Partners Investment Advisory’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
29,295
-1,051
| -3% | -$24.5K | 0.01% | 1154 |
|
|
2025
Q1 | $707K | Buy |
30,346
+725
| +2% | +$16.9K | 0.01% | 1058 |
|
|
2024
Q4 | $680K | Buy |
29,621
+2,123
| +8% | +$48.7K | 0.01% | 1024 |
|
|
2024
Q3 | $645K | Buy |
27,498
+529
| +2% | +$12.4K | 0.01% | 1012 |
|
|
2024
Q2 | $618K | Buy |
26,969
+3,150
| +13% | +$72.2K | 0.01% | 969 |
|
|
2024
Q1 | $545K | Buy |
23,819
+15,919
| +202% | +$364K | 0.01% | 1027 |
|
|
2023
Q4 | $182K | Buy |
7,900
+7,000
| +778% | +$161K | ﹤0.01% | 1412 |
|
|
2023
Q3 | $20.4K | Sell |
900
-133
| -13% | -$3.01K | ﹤0.01% | 2298 |
|
|
2023
Q2 | $23.6K | Buy |
+1,033
| New | +$23.6K | ﹤0.01% | 2207 |
|