Walkner Condon Financial Advisors’s Nuveen ESG High Yield Corporate Bond ETF NUHY Stock Holding History

Walkner Condon Financial Advisors’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	–	Sell	-10,051	Closed	-$198K	–	232
2022 Q3	$198K	Buy	+10,051	New	+$210K	0.06%	208
2022 Q2	–	Sell	-10,830	Closed	-$250K	–	223
2022 Q1	$250K	Buy	+10,830	New	+$254K	0.07%	189
2021 Q3	–	Sell	-10,348	Closed	-$258K	–	163
2021 Q2	$258K	Sell	10,348 -14,926	-59%	-$370K	0.09%	142
2021 Q1	$625K	Sell	25,274 -2,874	-10%	-$71.4K	0.24%	83
2020 Q4	$704K	Buy	28,148 +3,605	+15%	+$89.4K	0.3%	65
2020 Q3	$598K	Buy	24,543 +6,773	+38%	+$165K	0.32%	61
2020 Q2	$419K	Buy	+17,770	New	+$412K	0.37%	35

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

Walkner Condon Financial Advisors's NUHY Position: Q4 2022 in Review

Walkner Condon Financial Advisors sold out of Nuveen ESG High Yield Corporate Bond ETF (NUHY) in Q4 2022, closing a stake of 10,051 shares — an estimated $198K sold.

Walkner Condon Financial Advisors first reported a position in NUHY in Q2 2020 and held it in 7 quarters. The position peaked at $704K in Q4 2020. 42 funds tracked by Wall St. Rank hold NUHY as of Q4 2022.

Walkner Condon Financial Advisors reported no remaining Nuveen ESG High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Walkner Condon Financial Advisors sold 10,051 Nuveen ESG High Yield Corporate Bond ETF shares in Q4 2022, an estimated $198K.
Walkner Condon Financial Advisors first reported a position in Nuveen ESG High Yield Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
Walkner Condon Financial Advisors's Nuveen ESG High Yield Corporate Bond ETF position peaked at $704K in Q4 2020.
42 funds tracked by Wall St. Rank held Nuveen ESG High Yield Corporate Bond ETF as of Q4 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.