Daymark Wealth Partners
NCPB icon

Daymark Wealth Partners’s Nuveen Core Plus Bond ETF NCPB Stock Holding History

Daymark Wealth Partners’s Portfolio NCPB Stock Details NCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.7M Sell
535,070
-74,225
-12% -$1.82M 0.29% 67
2026
Q2 		$15.2M Buy
609,295
+77,595
+15% +$1.94M 0.37% 60
2026
Q1 		$13.3M Buy
531,700
+30,155
+6% +$762K 0.42% 49
2025
Q4 		$12.7M Buy
501,545
+3,704
+0.7% +$93.9K 0.4% 50
2025
Q3 		$12.6M Buy
497,841
+15,830
+3% +$397K 0.43% 49
2025
Q2 		$12.1M Sell
482,011
-131,933
-21% -$3.27M 0.46% 47
2025
Q1 		$15.4M Buy
613,944
+65,637
+12% +$1.64M 0.66% 39
2024
Q4 		$13.5M Buy
548,307
+67,477
+14% +$1.7M 0.57% 40
2024
Q3 		$12.5M Buy
480,830
+130,361
+37% +$3.33M 0.53% 43
2024
Q2 		$8.73M Buy
+350,469
New +$8.69M 0.4% 54

Other funds holding NCPB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Godfrey Financial Associates
Godfrey Financial Associates Glenmont, New York $125M AUM 17.58% 1-Year Est. Return

Daymark Wealth Partners's NCPB Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Nuveen Core Plus Bond ETF (NCPB) stake by 12% in Q3 2026, selling an estimated $1.82M and leaving 535,070 shares worth $12.7M. The position accounts for 0.29% of the portfolio, ranked #67.

Daymark Wealth Partners first reported a position in NCPB in Q2 2024 and has held it in 10 quarters since. The position peaked at $15.4M in Q1 2025. 5 funds tracked by Wall St. Rank hold NCPB as of Q3 2026.

  • Daymark Wealth Partners held 535,070 shares of Nuveen Core Plus Bond ETF worth $12.7M as of Q3 2026.
  • Daymark Wealth Partners sold 74,225 Nuveen Core Plus Bond ETF shares in Q3 2026, an estimated $1.82M.
  • Nuveen Core Plus Bond ETF made up 0.29% of Daymark Wealth Partners's portfolio in Q3 2026, its #67 holding.
  • Daymark Wealth Partners first reported a position in Nuveen Core Plus Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Daymark Wealth Partners's Nuveen Core Plus Bond ETF position peaked at $15.4M in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Nuveen Core Plus Bond ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.