Godfrey Financial Associates’s Nuveen Core Plus Bond ETF NCPB Stock Holding History

Godfrey Financial Associates’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 Q1	$35.4K	Hold	1,416	–	–	0.03%	266
2025 Q4	$35.8K	Buy	+1,416	New	+$35.9K	0.03%	257

Other funds holding NCPB

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Godfrey Financial Associates's NCPB Position: Q1 2026 in Review

Godfrey Financial Associates held its Nuveen Core Plus Bond ETF (NCPB) position steady in Q1 2026 at 1,416 shares worth $35.4K. The position accounts for 0.03% of the portfolio, ranked #266.

Godfrey Financial Associates first reported a position in NCPB in Q4 2025 and has held it in 2 quarters since. The position peaked at $35.8K in Q4 2025. 7 funds tracked by Wall St. Rank hold NCPB as of Q1 2026.

Godfrey Financial Associates held 1,416 shares of Nuveen Core Plus Bond ETF worth $35.4K as of Q1 2026.
Godfrey Financial Associates left its Nuveen Core Plus Bond ETF share count unchanged in Q1 2026.
Nuveen Core Plus Bond ETF made up 0.03% of Godfrey Financial Associates's portfolio in Q1 2026, its #266 holding.
Godfrey Financial Associates first reported a position in Nuveen Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
Godfrey Financial Associates's Nuveen Core Plus Bond ETF position peaked at $35.8K in Q4 2025.
7 funds tracked by Wall St. Rank held Nuveen Core Plus Bond ETF as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.