Truvestments Capital’s Nuveen Enhanced Yield US Aggregate Bond ETF NUAG Stock Holding History

Truvestments Capital’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
2022 Q4	–	Sell	-216	Closed	-$4K	–	947
2022 Q3	$4K	Hold	216	–	–	﹤0.01%	490
2022 Q2	$5K	Buy	+216	New	+$4.72K	﹤0.01%	478
2022 Q1	–	Sell	-216	Closed	-$5K	–	413
2021 Q4	$5K	Buy	+216	New	+$5.34K	﹤0.01%	484

Other funds holding NUAG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Truvestments Capital's NUAG Position: Q4 2022 in Review

Truvestments Capital sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q4 2022, closing a stake of 216 shares — an estimated $4K sold.

Truvestments Capital first reported a position in NUAG in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 30 funds tracked by Wall St. Rank hold NUAG as of Q4 2022.

Truvestments Capital reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Truvestments Capital sold 216 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q4 2022, an estimated $4K.
Truvestments Capital first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
Truvestments Capital's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $5K in Q2 2022.
30 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.