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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daymark Wealth Partners's NCPB Position: Q2 2026 in Review

Daymark Wealth Partners increased its Nuveen Core Plus Bond ETF (NCPB) stake by 15% in Q2 2026, buying an estimated $1.94M and bringing the position to 609,295 shares worth $15.2M. The position accounts for 0.37% of the portfolio, ranked #60.

Daymark Wealth Partners first reported a position in NCPB in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.4M in Q1 2025. 3 funds tracked by Wall St. Rank hold NCPB as of Q2 2026.

Daymark Wealth Partners held 609,295 shares of Nuveen Core Plus Bond ETF worth $15.2M as of Q2 2026.
Daymark Wealth Partners bought 77,595 Nuveen Core Plus Bond ETF shares in Q2 2026, an estimated $1.94M.
Nuveen Core Plus Bond ETF made up 0.37% of Daymark Wealth Partners's portfolio in Q2 2026, its #60 holding.
Daymark Wealth Partners first reported a position in Nuveen Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's Nuveen Core Plus Bond ETF position peaked at $15.4M in Q1 2025.
3 funds tracked by Wall St. Rank held Nuveen Core Plus Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.