Envestnet Asset Management
CPLB

Envestnet Asset Management’s NYLI 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% 1923
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

Cambridge Investment Research Advisors
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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

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

Envestnet Asset Management increased its NYLI 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 #1923.

Envestnet Asset Management first reported a position in CPLB in Q4 2024 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

  • Envestnet Asset Management held 490,739 shares of NYLI MacKay Core Plus Bond ETF worth $10.3M as of Q2 2026.
  • Envestnet Asset Management bought 62,716 NYLI MacKay Core Plus Bond ETF shares in Q2 2026, an estimated $1.32M.
  • NYLI MacKay Core Plus Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1923 holding.
  • Envestnet Asset Management first reported a position in NYLI MacKay Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 5 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q2 2026.

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