Joseph Group Capital Management’s Nuveen Core Plus Bond ETF NCPB Stock Holding History

Joseph Group Capital Management’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
2025 Q2	–	Sell	-6,300	Closed	-$158K	–	115
2025 Q1	$158K	Sell	6,300 -240	-4%	-$5.98K	0.06%	55
2024 Q4	$162K	Buy	+6,540	New	+$165K	0.06%	55

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joseph Group Capital Management's NCPB Position: Q2 2025 in Review

Joseph Group Capital Management sold out of Nuveen Core Plus Bond ETF (NCPB) in Q2 2025, closing a stake of 6,300 shares — an estimated $158K sold.

Joseph Group Capital Management first reported a position in NCPB in Q4 2024 and held it in 2 quarters. The position peaked at $162K in Q4 2024. 9 funds tracked by Wall St. Rank hold NCPB as of Q2 2025.

Joseph Group Capital Management reported no remaining Nuveen Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
Joseph Group Capital Management sold 6,300 Nuveen Core Plus Bond ETF shares in Q2 2025, an estimated $158K.
Joseph Group Capital Management first reported a position in Nuveen Core Plus Bond ETF in Q4 2024 and held it in 2 quarters.
Joseph Group Capital Management's Nuveen Core Plus Bond ETF position peaked at $162K in Q4 2024.
9 funds tracked by Wall St. Rank held Nuveen Core Plus Bond ETF as of Q2 2025.

Based on Joseph Group Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.