Stonnington Group’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Stonnington Group’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
2022 Q2	–	Sell	-10,320	Closed	-$243K	–	239
2022 Q1	$243K	Hold	10,320	–	–	0.06%	212
2021 Q4	$254K	Hold	10,320	–	–	0.05%	216
2021 Q3	$258K	Hold	10,320	–	–	0.06%	228
2021 Q2	$261K	Hold	10,320	–	–	0.06%	240
2021 Q1	$261K	Buy	+10,320	New	+$262K	0.06%	219

Other funds holding NUSA

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stonnington Group's NUSA Position: Q2 2022 in Review

Stonnington Group sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q2 2022, closing a stake of 10,320 shares — an estimated $243K sold.

Stonnington Group first reported a position in NUSA in Q1 2021 and held it in 5 quarters. The position peaked at $261K in Q2 2021. 15 funds tracked by Wall St. Rank hold NUSA as of Q2 2022.

Stonnington Group reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Stonnington Group sold 10,320 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2022, an estimated $243K.
Stonnington Group first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q1 2021 and held it in 5 quarters.
Stonnington Group's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $261K in Q2 2021.
15 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2022.

Based on Stonnington Group's 13F filing for Q2 2022, filed 8 Jul 2022.