NCPB

Nuveen$24.67-0.01 (-0.06%)
AUM $55.3MER 0.31%NAV $24.58Holdings 485

Price Chart

Key Statistics

Previous Close

$24.68

Day Range

$24.67$24.67

52-Week Range

$24.52$25.61

Avg Volume

11.7K

Dividend Yield

5.16%

Expense Ratio

0.31%

AUM

$55.3M

Shares Outstanding

2.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
United States47.69%
Other42.01%
United Kingdom1.66%
Canada0.94%
Luxembourg0.91%
France0.86%
Mexico0.74%
Saudi Arabia0.72%
Hungary0.39%
Cayman Islands0.37%
Turkey0.37%
Chile0.37%
India0.36%
Malaysia0.36%
Ivory Coast0.36%
Israel0.36%
Egypt0.35%
Colombia0.28%
Poland0.27%
South Africa0.19%
Norway0.14%
Australia0.11%
Netherlands0.09%
Ireland0.04%
Malta0.04%

Fund Information

Issuer
Nuveen
Inception Date
Mar 5, 2024
Exchange
NASDAQ
Description
An actively managed portfolio that invests primarily across the investment grade, U.S.-dollar fixed income market and can allocate up to 35% in out-of-benchmark “plus” sectors in an effort to enhance risk-adjusted returns, relying on the depth and experience of specialist sector teams. An experienced team seeks to outperform the benchmark over a market cycle through a combination of sector allocation, security selection, and duration/curve positioning.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$396.70B
GLDSPDR Gold Shares$149.71B
AGGiShares Core U.S. Aggregate Bond ETF$137.99B
BNDXVanguard Total International Bond ETF$122.60B
SGOViShares 0-3 Month Treasury Bond ETF$104.22B

The Nuveen Core Plus Bond (NCPB) is an exchange-traded fund issued by Nuveen that launched on Mar 5, 2024. It currently manages $55.3M in assets under management. The fund charges an expense ratio of 0.31%. The fund holds 485 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 19.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1US T-BOND 4.625% 11/15/444.32%2,549,000$2.4M
2US T-BOND 4.75% 05/15/553.92%2,326,000$2.2M
3US T-BOND 5% 05/15/461.86%1,050,000$1.0M
4FN FA0197# 4.00% 2/1/541.74%1,040,825$956K
5US T-NOTE 3.5% 02/28/311.39%791,000$763K
6FR SD8256# 4.00% 10/1/521.34%798,457$734K
7US T-NOTE 4.375% 05/15/361.17%661,000$645K
8U.S. DOLLARS1.17%639,943$640K
9FN MA5165# 5.50% 10/1/531.11%610,282$607K
10FR SD8231# 4.50% 7/1/521.10%638,358$606K
11BANK OF A VRN 01/24/311.07%581,000$585K
12FN MA4684# 4.50% 6/1/521.04%598,701$568K
13FN MA4700# 4.00% 8/1/520.98%588,335$540K
14JPMORGAN VRN 07/25/280.97%532,000$533K
15US T-NOTE 4.125% 02/15/360.89%513,000$491K
Page 1 of 10

Detailed Returns

PeriodReturnETF
1D
-0.06%
1W
+0.55%
1M
+0.04%
3M
-1.24%
6M
-3.69%
YTD
-2.36%
1Y
-1.71%
3Y
-1.69%
5Y
-1.69%

Moving Averages

20-Day MA

$24.59

Above 20-Day MA
50-Day MA

$24.74

Below 50-Day MA
200-Day MA

$25.06

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.61

Current Price

$24.67

52-Week Low

$24.52

$24.52$25.61

Current Yield

5.16%

Annual Dividend

$0.4105

Frequency

Monthlyx/year

Last Ex-Date

Jun 1, 2026

Dividend History

Ex-DateAmountPay Date
Jun 1, 2026$0.1022Jun 2, 2026
May 1, 2026$0.1086May 4, 2026
Apr 1, 2026$0.1044Apr 2, 2026
Mar 2, 2026$0.0953Mar 3, 2026
Feb 2, 2026$0.1008Feb 3, 2026
Dec 18, 2025$0.1363Dec 19, 2025
Dec 1, 2025$0.1046Dec 2, 2025
Nov 3, 2025$0.1041Nov 4, 2025
Oct 1, 2025$0.1251Oct 2, 2025
Sep 2, 2025$0.1085Sep 3, 2025
Aug 1, 2025$0.1128Aug 4, 2025
Jul 1, 2025$0.0936Jul 2, 2025
Jun 2, 2025$0.1080Jun 3, 2025
May 1, 2025$0.1016May 2, 2025
Apr 1, 2025$0.1154Apr 2, 2025
Mar 3, 2025$0.1002Mar 4, 2025
Feb 3, 2025$0.1047Feb 4, 2025
Dec 31, 2024$0.0195Jan 6, 2025
Dec 18, 2024$0.1682Dec 19, 2024
Dec 2, 2024$0.0991Dec 3, 2024

Dividend Payments Over Time

Category Comparison

MetricNCPBCash & Others(1019 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.31%0.62%0.81%
AUM$55.3M$2.98B$365.4M
Dividend Yield5.16%9.29%6.78%
Avg Volume11.7K843.5K105.7K
Holdings48539984
Performance
1-Month Return+0.42%+1.52%+2.59%
6-Month Return-1.52%+4.85%+4.32%
YTD Return-2.23%+5.87%+6.13%
1-Year Return-2.51%+3.99%+4.45%

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