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

WealthOne’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
Q2 		– Sell
-19,201
Closed -$441K – 132
2022
Q1 		$441K Sell
19,201
-714
-4% -$16.9K 0.16% 68
2021
Q4 		$490K Buy
19,915
+1,562
+9% +$38.6K 0.17% 61
2021
Q3 		$455K Buy
+18,353
New +$460K 0.17% 69
2021
Q2 		– Sell
-15,081
Closed -$373K – 134
2021
Q1 		$373K Buy
+15,081
New +$379K 0.16% 84
2019
Q4 		– Sell
-16,137
Closed -$402K – 96
2019
Q3 		$402K Buy
+16,137
New +$398K 0.29% 53

Other funds holding NUAG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthOne's NUAG Position: Q2 2022 in Review

WealthOne sold out of Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) in Q2 2022, closing a stake of 19,201 shares — an estimated $441K sold.

WealthOne first reported a position in NUAG in Q3 2019 and held it in 5 quarters. The position peaked at $490K in Q4 2021. 47 funds tracked by Wall St. Rank hold NUAG as of Q2 2022.

  • WealthOne reported no remaining Nuveen Enhanced Yield US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WealthOne sold 19,201 Nuveen Enhanced Yield US Aggregate Bond ETF shares in Q2 2022, an estimated $441K.
  • WealthOne first reported a position in Nuveen Enhanced Yield US Aggregate Bond ETF in Q3 2019 and held it in 5 quarters.
  • WealthOne's Nuveen Enhanced Yield US Aggregate Bond ETF position peaked at $490K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Nuveen Enhanced Yield US Aggregate Bond ETF as of Q2 2022.

Based on WealthOne's 13F filing for Q2 2022, filed 18 Jul 2022.