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NISA INVESTMENT ADVISORS, LLC Historic Quarter Change: USA ETF, Sold Out

NISA INVESTMENT ADVISORS, LLC historic quarter change: USA ETF, Sold out

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 SEVN; Country of operation —; Class COM; Shares before 1,896.
  • Q1 2026: Stock VYM; Country of operation —; Class COM; Shares before 76,316.
  • Q1 2026: Stock IJR; Country of operation —; Class COM; Shares before 15,443.
  • Q1 2026: Stock JAMF; Country of operation —; Class COM; Shares before 1,421.

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 2026SEVN
SEVEN HILLS REALTY TRUST
COM1,8960-1,896$15,585$0-$15,5852026-08-10
Q1 2026VYM
VANGUARD HIGH DIVIDEND YIELD ETF
COM76,3160-76,316$10,952,872$0-$10,952,8722026-04-30
Q1 2026IJR
ISHARES CORE S&P SMALL-CAP ETF
COM15,4430-15,443$1,855,940$0-$1,855,9402026-04-30
Q1 2026JAMF
JAMF HOLDING CORP
COM1,4210-1,421$18,487$0-$18,4872026-04-30
Q4 2025IBTA
IBOTTA INC
COM80-8$223$0-$2232026-01-15
Q3 2025AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
COM3,987,6320-3,987,632$395,573,094$0-$395,573,0942025-10-23
Q3 2025VTEB
VANGUARD TAX-EXEMPT BOND INDEX ETF
COM246,1950-246,195$12,070,941$0-$12,070,9412025-10-23
Q3 2025BSV
VANGUARD SHORT-TERM BOND ETF
COM19,8720-19,872$1,563,926$0-$1,563,9262025-10-23
Q3 2025BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
COM9,7460-9,746$753,756$0-$753,7562025-10-23
Q2 2025VSS
VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF
COM210,0000-210,000$24,276,000$0-$24,276,0002025-07-31
Q2 2025SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
COM737,9000-737,900$17,960,486$0-$17,960,4862025-07-31
Q2 2025IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
COM87,5000-87,500$10,336,813$0-$10,336,8132025-07-31
Q2 2025VTV
VANGUARD VALUE ETF
COM36,6000-36,600$6,322,284$0-$6,322,2842025-07-31
Q2 2025REET
ISHARES GLOBAL REIT ETF
COM99,6000-99,600$2,416,296$0-$2,416,2962025-07-31
Q2 2025FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
COM73,1000-73,100$2,252,942$0-$2,252,9422025-07-31
Q2 2025VAW
VANGUARD MATERIALS ETF
COM9,1000-9,100$1,718,171$0-$1,718,1712025-07-31
Q2 2025VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
COM26,1000-26,100$1,302,390$0-$1,302,3902025-07-31
Q2 2025EWY
ISHARES MSCI SOUTH KOREA ETF
COM9,7000-9,700$524,188$0-$524,1882025-07-31
Q2 2025NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
COM000$85,583$0-$85,5832025-07-31
Q1 2025ASHR
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF
COM500,0000-500,000$13,235,000$0-$13,235,0002025-04-30
Q1 2025PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
COM644,9000-644,900$8,377,251$0-$8,377,2512025-04-30
Q1 2025IWL
ISHARES RUSSELL TOP 200 ETF
COM10,0000-10,000$1,447,100$0-$1,447,1002025-04-30
Q1 2025USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
COM33,3000-33,300$1,225,107$0-$1,225,1072025-04-30
Q1 2025MCHI
ISHARES MSCI CHINA ETF
COM14,0000-14,000$656,040$0-$656,0402025-04-30
Q4 2024ACWI
ISHARES MSCI ACWI ETF
COM195,2000-195,200$23,336,160$0-$23,336,1602025-01-17
Q4 2024IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
COM80,2000-80,200$9,592,321$0-$9,592,3212025-01-17
Q4 2024EWY
ISHARES MSCI SOUTH KOREA ETF
COM24,4000-24,400$1,560,624$0-$1,560,6242025-01-17
Q4 2024STIP
ISHARES 0-5 YEAR TIPS BOND ETF
COM4,9000-4,900$496,468$0-$496,4682025-01-17
Q4 2024FLTR
VANECK IG FLOATING RATE ETF
COM1,7000-1,700$43,299$0-$43,2992025-01-17
Q3 2024EEM
ISHARES MSCI EMERGING MARKETS ETF
COM1,750,0000-1,750,000$74,532,500$0-$74,532,5002024-10-24
Q3 2024TIP
ISHARES TIPS BOND ETF
COM257,1000-257,100$27,453,138$0-$27,453,1382024-10-24
Q3 2024JPST
JPMORGAN ULTRA-SHORT INCOME ETF
COM539,3000-539,300$27,218,471$0-$27,218,4712024-10-24
Q3 2024ESGU
ISHARES ESG AWARE MSCI USA ETF
COM181,9000-181,900$21,704,308$0-$21,704,3082024-10-24
Q3 2024IVE
ISHARES S&P 500 VALUE ETF
COM113,0000-113,000$20,567,130$0-$20,567,1302024-10-24
Q3 2024NVDL
GRANITESHARES 2X LONG NVDA DAILY ETF
COM108,1000-108,100$7,518,355$0-$7,518,3552024-10-24
Q3 2024EFG
ISHARES MSCI EAFE GROWTH ETF
COM69,9000-69,900$7,150,770$0-$7,150,7702024-10-24
Q3 2024IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
COM58,7000-58,700$5,709,749$0-$5,709,7492024-10-24
Q3 2024SHV
ISHARES SHORT TREASURY BOND ETF
COM42,9000-42,900$4,740,450$0-$4,740,4502024-10-24
Q3 2024IWL
ISHARES RUSSELL TOP 200 ETF
COM23,5000-23,500$3,147,825$0-$3,147,8252024-10-24
Q2 2024IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
COM1,031,1260-1,031,126$52,927,698$0-$52,927,6982024-07-19
Q2 2024VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
COM347,8970-347,897$20,400,680$0-$20,400,6802024-07-19
Q2 2024MBB
ISHARES MBS ETF
COM50,0000-50,000$4,621,000$0-$4,621,0002024-07-19
Q2 2024VTEB
VANGUARD TAX-EXEMPT BOND INDEX ETF
COM89,8100-89,810$4,544,386$0-$4,544,3862024-07-19
Q2 2024VOO
VANGUARD S&P 500 ETF
COM1350-135$64,895$0-$64,8952024-07-19
Q1 2024TLT
ISHARES 20YEAR TREASURY BOND
XXX2,000,0000-2,000,000$197,760,000$0-$197,760,0002024-05-02
Q1 2024IEMG
ISHARES CORE MSCI EMERGING MAR
XXX1,133,8930-1,133,893$57,352,308$0-$57,352,3082024-05-02
Q1 2024VCLT
VANGUARD LONG-TERM CORPORATE B
XXX549,7310-549,731$44,060,940$0-$44,060,9402024-05-02
Q1 2024VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
XXX769,8000-769,800$43,216,572$0-$43,216,5722024-05-02
Q1 2024EFA
ISHARES MSCI EAFE ETF
XXX458,5900-458,590$34,554,757$0-$34,554,7572024-05-02
Q1 2024MUB
ISHARES NATIONAL MUNI BOND ETF
XXX305,7600-305,760$33,147,442$0-$33,147,4422024-05-02
Q1 2024VCSH
VANGUARD SHORT-TERM CORPORATE
XXX271,9100-271,910$21,037,677$0-$21,037,6772024-05-02
Q1 2024VWO
VANGUARD FTSE EMERGING MARKETS ETF
XXX387,5000-387,500$15,926,250$0-$15,926,2502024-05-02
Q1 2024VCIT
VANGUARD INTERMEDIATE-TERM COR
XXX182,2730-182,273$14,815,149$0-$14,815,1492024-05-02
Q1 2024VGK
VANGUARD FTSE EUROPE ETF
XXX220,2000-220,200$14,198,496$0-$14,198,4962024-05-02
Q1 2024VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
XXX193,4000-193,400$9,263,860$0-$9,263,8602024-05-02
Q1 2024SUB
ISHARES SHORT-TERM NATIONAL MU
XXX81,0100-81,010$8,540,884$0-$8,540,8842024-05-02
Q1 2024EWC
ISHARES MSCI CANADA
XXX203,0000-203,000$7,446,040$0-$7,446,0402024-05-02
Q1 2024ACWX
ISHARES MSCI ACWI EX US ETF
XXX135,3000-135,300$6,905,712$0-$6,905,7122024-05-02
Q1 2024VPL
VANGUARD FTSE PACIFIC ETF
XXX94,0000-94,000$6,770,820$0-$6,770,8202024-05-02
Q1 2024IEFA
ISHARES CORE MSCI EAFE ETF
XXX57,8000-57,800$4,066,230$0-$4,066,2302024-05-02
Q1 2024CWI
SPDR MSCI ACWI EX
XXX141,0000-141,000$3,812,640$0-$3,812,6402024-05-02
Q1 2024IXUS
ISHARES CORE MSCI TOTAL INTERN
XXX43,0000-43,000$2,791,990$0-$2,791,9902024-05-02
Q1 2024EZU
ISHARES MSCI EUROZONE ETF
XXX45,0000-45,000$2,134,800$0-$2,134,8002024-05-02
Q1 2024EWL
ISHARES MSCI SWITZERLAND ETF
XXX41,1000-41,100$1,983,897$0-$1,983,8972024-05-02
Q1 2024EWJ
ISHARES MSCI JAPAN ETF
XXX28,8500-28,850$1,850,439$0-$1,850,4392024-05-02
Q1 2024EWY
ISHARES MSCI SOUTH KOREA ETF
XXX24,4000-24,400$1,598,932$0-$1,598,9322024-05-02
Q1 2024EWH
ISHARES MSCI HONG KONG ETF
XXX72,6000-72,600$1,261,062$0-$1,261,0622024-05-02
Q1 2024EWU
ISHARES MSCI UNITED KINGDOM ET
XXX30,9000-30,900$1,021,245$0-$1,021,2452024-05-02
Q1 2024EWT
ISHARES MSCI TAIWAN ETF
XXX16,3000-16,300$750,289$0-$750,2892024-05-02
Q1 2024EWQ
ISHARES MSCI FRANCE ETF
XXX17,6750-17,675$692,507$0-$692,5072024-05-02
Q1 2024EWN
ISHARES MSCI NETHERLANDS ETF
XXX11,9000-11,900$531,097$0-$531,0972024-05-02
Q1 2024EWA
ISHARES MSCI AUSTRALIA ETF
XXX15,3000-15,300$372,402$0-$372,4022024-05-02
Q1 2024URTH
ISHARES MSCI WORLD ETF
XXX1,5000-1,500$199,530$0-$199,5302024-05-02
Q1 2024EWG
ISHARES MSCI GERMANY ETF
XXX3,9000-3,900$115,791$0-$115,7912024-05-02
Q1 2024SEVN
SEVEN HILLS REALTY TRUST
XXX5,3420-5,342$69,125$0-$69,1252024-05-02
Q1 2024VOO
VANGUARD S&P 500 ETF
XXX1350-135$58,968$0-$58,9682024-05-02
Q1 2024CALY
TOPGOLF CALLAWAY BRANDS CORP
XXX2,7550-2,755$39,507$0-$39,5072024-05-02
Q1 2024EWW
ISHARES MSCI MEXICO ETF
XXX5000-500$33,925$0-$33,9252024-05-02
Q1 2024EWP
ISHARES MSCI SPAIN ETF
XXX7900-790$24,190$0-$24,1902024-05-02
Q1 2024ACT
ENACT HOLDINGS INC
XXX8200-820$23,690$0-$23,6902024-05-02
Q1 2024BABA
ALIBABA GROUP HOLDING LTD
XXX140-14$1,085$0-$1,0852024-05-02
Q1 2024JAMF
JAMF HOLDING CORP
XXX500-50$903$0-$9032024-05-02
Q2 2016EEM
ISHARES MSCI EMERGING MKT IN
COM476,7800-476,780$16,330,000$0-$16,330,0002016-07-15
Q2 2016ISHARES MSCI JAPAN INDEX FD
CUSIP 464286848
COM357,8900-357,890$4,084,000$0-$4,084,0002016-07-15
Q2 2016ISHARES MSCI UNITED KINGDOM ET
CUSIP 46434V548
COM220,0000-220,000$3,450,000$0-$3,450,0002016-07-15
Q2 2016EWG
ISHARES MSCI GERMANY INDEX
COM40,0000-40,000$1,029,000$0-$1,029,0002016-07-15
Q2 2016EWH
ISHARES MSCI HONG KONG INDEX
COM48,0000-48,000$949,000$0-$949,0002016-07-15
Q2 2016EZU
ISHARES MSCI EUROZONE ETF
COM25,0000-25,000$860,000$0-$860,0002016-07-15
Q2 2016EWQ
ISHARES MSCI FRANCE INDEX FD
COM14,0000-14,000$339,000$0-$339,0002016-07-15
Q2 2016ISHARES MSCI TAIWAN INDEX FD
CUSIP 464286731
COM17,0000-17,000$236,000$0-$236,0002016-07-15
Q1 2016ACWI
ISHARES MSCI ACWI ETF
COM2,991,7380-2,991,738$166,999,000$0-$166,999,0002016-04-29
Q3 2015EWA
ISHARES MSCI AUSTRALIA INDEX
COM40,7000-40,700$856,000$0-$856,0002015-10-19
Q3 2015EWW
ISHARES MSCI MEXICO CAPPED INVEST MARKET
COM4,3500-4,350$248,000$0-$248,0002015-10-19
Q2 2015VHT
VANGUARD HEALTH CARE ETF
COM6,6000-6,600$894,000$0-$894,0002015-07-30
Q2 2015XLK
TECHNOLOGY SELECT SECTOR SPDR
COM20,0000-20,000$829,000$0-$829,0002015-07-30
Q2 2015XLE
ENERGY SELECT SECTOR SPDR FUND
COM6,0000-6,000$465,000$0-$465,0002015-07-30
Q3 2014ISHARES MSCI UNITED KINGDOM
CUSIP 464286699
COM261,0000-261,000$5,450,000$0-$5,450,0002014-10-24
Q2 2014VCLT
VANGUARD LONG-TERM CORP BOND ETF
COM79,3050-79,305$6,920,000$0-$6,920,0002014-07-29
Q2 2014SPDR BARCLAYS HIGH YIELD BOND ETF
CUSIP 78464A417
COM40,9920-40,992$1,694,000$0-$1,694,0002014-07-29

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