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NUAG icon

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 $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 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 $1.46B AUM 21.07% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $2.89B AUM 19.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return