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NISA INVESTMENT ADVISORS, LLC Historic Quarter Change: USA ETF, New

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NISA INVESTMENT ADVISORS, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, NISA INVESTMENT ADVISORS, LLC opened 97 positions, added to 123, reduced 108 and sold out of 99.

  • Q2 2026: Stock SPCX; Country of operation —; Class COM; Shares before 0.
  • Q1 2026: Stock QQQ; Country of operation —; Class COM; Shares before 0.
  • Q1 2026: Stock USHY; Country of operation —; Class COM; Shares before 0.
  • Q1 2026: Stock VTC; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 937615), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-12); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-19); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-30); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-09); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-24); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-01); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-23); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPCX
SPACE EXPLORATION TECHNOLOGIES CORP		COM03,051+3,051$0$521,294+$521,2942026-08-10
Q1 2026QQQ
INVESCO QQQ TRUST SERIES 1		COM0138,540+138,540$0$79,962,517+$79,962,5172026-04-30
Q1 2026USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF		COM093,740+93,740$0$3,453,382+$3,453,3822026-04-30
Q1 2026VTC
VANGUARD TOTAL CORPORATE BOND FUND		COM018,415+18,415$0$1,414,824+$1,414,8242026-04-30
Q1 2026IBTA
IBOTTA INC		COM0111+111$0$3,327+$3,3272026-04-30
Q4 2025IJH
ISHARES CORE S&P MID-CAP ETF		COM01,318,017+1,318,017$0$86,989,122+$86,989,1222026-01-15
Q4 2025BSV
VANGUARD SHORT-TERM BOND ETF		COM0369,691+369,691$0$29,135,348+$29,135,3482026-01-15
Q4 2025BIV
VANGUARD INTERMEDIATE-TERM BOND ETF		COM0180,251+180,251$0$14,037,948+$14,037,9482026-01-15
Q4 2025VYM
VANGUARD HIGH DIVIDEND YIELD ETF		COM076,316+76,316$0$10,952,872+$10,952,8722026-01-15
Q4 2025IJR
ISHARES CORE S&P SMALL-CAP ETF		COM015,443+15,443$0$1,855,940+$1,855,9402026-01-15
Q4 2025JOYY
JOYY INC		COM045+45$0$2,914+$2,9142026-01-15
Q2 2025AGG
ISHARES CORE U.S. AGGREGATE BOND ETF		COM03,987,632+3,987,632$0$395,573,094+$395,573,0942025-07-31
Q1 2025IEI
ISHARES 3-7 YEAR TREASURY BOND ETF		COM087,500+87,500$0$10,336,813+$10,336,8132025-04-30
Q1 2025EWY
ISHARES MSCI SOUTH KOREA ETF		COM09,700+9,700$0$524,188+$524,1882025-04-30
Q1 2025NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF		COM000$0$85,583+$85,5832025-04-30
Q1 2025ZBIO
ZENAS BIOPHARMA INC		COM028+28$0$221+$2212025-04-30
Q4 2024IVV
ISHARES CORE S&P 500 ETF		COM09,874,739+9,874,739$0$5,813,061,355+$5,813,061,3552025-01-17
Q4 2024ASHR
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF		COM0500,000+500,000$0$13,235,000+$13,235,0002025-01-17
Q4 2024PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF		COM0644,900+644,900$0$8,377,251+$8,377,2512025-01-17
Q4 2024VTV
VANGUARD VALUE ETF		COM036,600+36,600$0$6,196,380+$6,196,3802025-01-17
Q4 2024VTEB
VANGUARD TAX-EXEMPT BOND INDEX ETF		COM0112,115+112,115$0$5,620,325+$5,620,3252025-01-17
Q4 2024REET
ISHARES GLOBAL REIT ETF		COM099,600+99,600$0$2,387,412+$2,387,4122025-01-17
Q4 2024IWL
ISHARES RUSSELL TOP 200 ETF		COM010,000+10,000$0$1,447,100+$1,447,1002025-01-17
Q4 2024MCHI
ISHARES MSCI CHINA ETF		COM014,000+14,000$0$656,040+$656,0402025-01-17
Q3 2024SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF		COM0290,000+290,000$0$14,204,200+$14,204,2002024-10-24
Q3 2024USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF		COM0340,000+340,000$0$12,801,000+$12,801,0002024-10-24
Q3 2024VT
VANGUARD TOTAL WORLD STOCK ETF		COM061,879+61,879$0$7,406,916+$7,406,9162024-10-24
Q3 2024IBTA
IBOTTA INC		COM037+37$0$2,280+$2,2802024-10-24
Q2 2024EEM
ISHARES MSCI EMERGING MARKETS ETF		COM01,750,000+1,750,000$0$74,532,500+$74,532,5002024-07-19
Q2 2024VSS
VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF		COM0250,000+250,000$0$29,372,500+$29,372,5002024-07-19
Q2 2024TIP
ISHARES TIPS BOND ETF		COM0257,100+257,100$0$27,453,138+$27,453,1382024-07-19
Q2 2024JPST
JPMORGAN ULTRA-SHORT INCOME ETF		COM0539,300+539,300$0$27,218,471+$27,218,4712024-07-19
Q2 2024ACWI
ISHARES MSCI ACWI ETF		COM0200,000+200,000$0$22,480,000+$22,480,0002024-07-19
Q2 2024ESGU
ISHARES ESG AWARE MSCI USA ETF		COM0181,900+181,900$0$21,704,308+$21,704,3082024-07-19
Q2 2024IVE
ISHARES S&P 500 VALUE ETF		COM0113,000+113,000$0$20,567,130+$20,567,1302024-07-19
Q2 2024IEI
ISHARES 3-7 YEAR TREASURY BOND ETF		COM081,800+81,800$0$9,445,446+$9,445,4462024-07-19
Q2 2024STIP
ISHARES 0-5 YEAR TIPS BOND ETF		COM084,400+84,400$0$8,396,956+$8,396,9562024-07-19
Q2 2024NVDL
GRANITESHARES 2X LONG NVDA DAILY ETF		COM0108,100+108,100$0$7,518,355+$7,518,3552024-07-19
Q2 2024EFG
ISHARES MSCI EAFE GROWTH ETF		COM069,900+69,900$0$7,150,770+$7,150,7702024-07-19
Q2 2024IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF		COM058,700+58,700$0$5,709,749+$5,709,7492024-07-19
Q2 2024VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF		COM0116,700+116,700$0$5,664,618+$5,664,6182024-07-19
Q2 2024SHV
ISHARES SHORT TREASURY BOND ETF		COM042,900+42,900$0$4,740,450+$4,740,4502024-07-19
Q2 2024FLTR
VANECK IG FLOATING RATE ETF		COM0178,600+178,600$0$4,556,086+$4,556,0862024-07-19
Q2 2024FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF		COM0131,500+131,500$0$4,056,775+$4,056,7752024-07-19
Q2 2024IWL
ISHARES RUSSELL TOP 200 ETF		COM023,500+23,500$0$3,147,825+$3,147,8252024-07-19
Q2 2024VAW
VANGUARD MATERIALS ETF		COM09,100+9,100$0$1,760,380+$1,760,3802024-07-19
Q2 2024BSV
VANGUARD SHORT-TERM BOND ETF		COM018,520+18,520$0$1,420,484+$1,420,4842024-07-19
Q2 2024BIV
VANGUARD INTERMEDIATE-TERM BOND ETF		COM09,035+9,035$0$676,631+$676,6312024-07-19
Q2 2024BABA
ALIBABA GROUP HOLDING LTD		COM0950+950$0$69,977+$69,9772024-07-19
Q1 2024VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF		COM0821,679+821,679$0$64,279,948+$64,279,9482024-05-02
Q1 2024IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF		COM01,126,893+1,126,893$0$58,147,679+$58,147,6792024-05-02
Q1 2024IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF		COM01,031,126+1,031,126$0$52,927,698+$52,927,6982024-05-02
Q1 2024VEU
VANGUARD FTSE ALL-WORLD EX-US ETF		COM0769,800+769,800$0$45,148,770+$45,148,7702024-05-02
Q1 2024EFA
ISHARES MSCI EAFE ETF		COM0458,590+458,590$0$36,622,997+$36,622,9972024-05-02
Q1 2024VTI
VANGUARD TOTAL STOCK MARKET ETF		COM0109,270+109,270$0$28,399,273+$28,399,2732024-05-02
Q1 2024MUB
ISHARES NATIONAL MUNI BOND ETF		COM0250,400+250,400$0$26,943,040+$26,943,0402024-05-02
Q1 2024VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF		COM0318,779+318,779$0$25,664,897+$25,664,8972024-05-02
Q1 2024VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF		COM0319,325+319,325$0$24,687,016+$24,687,0162024-05-02
Q1 2024VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF		COM0347,897+347,897$0$20,400,680+$20,400,6802024-05-02
Q1 2024VWO
VANGUARD FTSE EMERGING MARKETS ETF		COM0387,500+387,500$0$16,185,875+$16,185,8752024-05-02
Q1 2024VGK
VANGUARD FTSE EUROPE ETF		COM0220,200+220,200$0$14,828,268+$14,828,2682024-05-02
Q1 2024SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF		COM0119,610+119,610$0$12,526,755+$12,526,7552024-05-02
Q1 2024VEA
VANGUARD FTSE DEVELOPED MARKETS ETF		COM0193,400+193,400$0$9,702,878+$9,702,8782024-05-02
Q1 2024EWC
ISHARES MSCI CANADA ETF		COM0203,000+203,000$0$7,770,840+$7,770,8402024-05-02
Q1 2024ACWX
ISHARES MSCI ACWI EX U.S. ETF		COM0135,300+135,300$0$7,223,667+$7,223,6672024-05-02
Q1 2024VPL
VANGUARD FTSE PACIFIC ETF		COM094,000+94,000$0$7,146,820+$7,146,8202024-05-02
Q1 2024CWI
SPDR MSCI ACWI EX-US ETF		COM0199,000+199,000$0$5,651,600+$5,651,6002024-05-02
Q1 2024SPY
SPDR S&P 500 ETF TRUST		COM09,518+9,518$0$4,993,761+$4,993,7612024-05-02
Q1 2024MBB
ISHARES MBS ETF		COM050,000+50,000$0$4,621,000+$4,621,0002024-05-02
Q1 2024VTEB
VANGUARD TAX-EXEMPT BOND INDEX ETF		COM089,810+89,810$0$4,544,386+$4,544,3862024-05-02
Q1 2024IEFA
ISHARES CORE MSCI EAFE ETF		COM058,070+58,070$0$4,309,955+$4,309,9552024-05-02
Q1 2024IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF		COM043,000+43,000$0$2,917,980+$2,917,9802024-05-02
Q1 2024EZU
ISHARES MSCI EUROZONE ETF		COM045,000+45,000$0$2,297,700+$2,297,7002024-05-02
Q1 2024EWJ
ISHARES MSCI JAPAN ETF		COM028,850+28,850$0$2,058,448+$2,058,4482024-05-02
Q1 2024EWL
ISHARES MSCI SWITZERLAND ETF		COM041,100+41,100$0$1,956,360+$1,956,3602024-05-02
Q1 2024EWY
ISHARES MSCI SOUTH KOREA ETF		COM024,400+24,400$0$1,637,484+$1,637,4842024-05-02
Q1 2024EWU
ISHARES MSCI UNITED KINGDOM ETF		COM030,900+30,900$0$1,057,089+$1,057,0892024-05-02
Q1 2024EWT
ISHARES MSCI TAIWAN ETF		COM016,300+16,300$0$793,484+$793,4842024-05-02
Q1 2024EWQ
ISHARES MSCI FRANCE ETF		COM017,675+17,675$0$731,922+$731,9222024-05-02
Q1 2024EWN
ISHARES MSCI NETHERLANDS ETF		COM011,900+11,900$0$588,812+$588,8122024-05-02
Q1 2024EWA
ISHARES MSCI AUSTRALIA ETF		COM015,300+15,300$0$377,298+$377,2982024-05-02
Q1 2024URTH
ISHARES MSCI WORLD ETF		COM01,500+1,500$0$217,365+$217,3652024-05-02
Q1 2024EWG
ISHARES MSCI GERMANY ETF		COM03,900+3,900$0$123,825+$123,8252024-05-02
Q1 2024SEVN
SEVEN HILLS REALTY TRUST		COM05,342+5,342$0$69,019+$69,0192024-05-02
Q1 2024VOO
VANGUARD S&P 500 ETF		COM0135+135$0$64,895+$64,8952024-05-02
Q1 2024CALY
TOPGOLF CALLAWAY BRANDS CORP		COM02,811+2,811$0$45,454+$45,4542024-05-02
Q1 2024EWW
ISHARES MSCI MEXICO ETF		COM0500+500$0$34,655+$34,6552024-05-02
Q1 2024ACT
ENACT HOLDINGS INC		COM0820+820$0$25,568+$25,5682024-05-02
Q1 2024EWP
ISHARES MSCI SPAIN ETF		COM0790+790$0$25,414+$25,4142024-05-02
Q1 2024JAMF
JAMF HOLDING CORP		COM099+99$0$1,817+$1,8172024-05-02
Q4 2015ACWI
ISHARES MSCI ACWI ETF		COM02,991,738+2,991,738$0$166,999,000+$166,999,0002016-01-11
Q2 2015MUB
ISHARES NATIONAL AMT-FREE MUNI		COM0231,308+231,308$0$25,030,000+$25,030,0002015-07-30
Q1 2015VHT
VANGUARD HEALTH CARE ETF		COM06,600+6,600$0$894,000+$894,0002015-04-09
Q1 2015XLK
TECHNOLOGY SELECT SECTOR SPDR		COM020,000+20,000$0$829,000+$829,0002015-04-09
Q1 2015XLE
ENERGY SELECT SECTOR SPDR FUND		COM06,000+6,000$0$465,000+$465,0002015-04-09
Q3 2014ISHARES MSCI UNITED KINGDOM ET
CUSIP 46434V548		COM0261,000+261,000$0$5,058,000+$5,058,0002014-10-24
Q2 2014IGIB
ISHARES INTERMEDIATE CREDIT BO		COM057,970+57,970$0$6,388,000+$6,388,0002014-07-29

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