Envestnet Asset Management’s NYLIM MacKay Core Plus Bond ETF CPLB Stock Holding History

Envestnet Asset Management’s Portfolio CPLB Stock Details CPLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Buy	490,739 +62,716	+15%	+$1.32M	﹤0.01%	1924
2026 Q1	$8.98M	Buy	428,023 +51,446	+14%	+$1.09M	﹤0.01%	1896
2025 Q4	$7.99M	Buy	376,577 +62,116	+20%	+$1.33M	﹤0.01%	1848
2025 Q3	$6.72M	Buy	314,461 +37,065	+13%	+$786K	﹤0.01%	2031
2025 Q2	$5.91M	Buy	277,396 +206,496	+291%	+$4.33M	﹤0.01%	2081
2025 Q1	$1.51M	Buy	70,900 +49,141	+226%	+$1.03M	﹤0.01%	2919
2024 Q4	$453K	Buy	+21,759	New	+$461K	﹤0.01%	3633

Other funds holding CPLB

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Envestnet Asset Management's CPLB Position: Q2 2026 in Review

Envestnet Asset Management increased its NYLIM MacKay Core Plus Bond ETF (CPLB) stake by 15% in Q2 2026, buying an estimated $1.32M and bringing the position to 490,739 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Envestnet Asset Management first reported a position in CPLB in Q4 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

Envestnet Asset Management held 490,739 shares of NYLIM MacKay Core Plus Bond ETF worth $10.3M as of Q2 2026.
Envestnet Asset Management bought 62,716 NYLIM MacKay Core Plus Bond ETF shares in Q2 2026, an estimated $1.32M.
NYLIM MacKay Core Plus Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1924 holding.
Envestnet Asset Management first reported a position in NYLIM MacKay Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
17 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.