First Affirmative Financial Network’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

First Affirmative Financial Network’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 Q1	$731K	Buy	+34,853	New	+$741K	0.28%	76
2025 Q3	$707K	Sell	33,053 -64,375	-66%	-$1.37M	0.33%	62
2025 Q2	$2.08M	Buy	+97,428	New	+$2.04M	1.07%	16

Other funds holding CPLB

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $271M AUM 30.27% 1-Year Est. Return

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

KMWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

First Affirmative Financial Network's CPLB Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in NYLI MacKay Core Plus Bond ETF (CPLB) in Q1 2026: 34,853 shares worth $731K. The stake represents 0.28% of the portfolio and ranks #76 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CPLB as recently as Q3 2025.

First Affirmative Financial Network first reported a position in CPLB in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q2 2025. 16 funds tracked by Wall St. Rank hold CPLB as of Q1 2026.

First Affirmative Financial Network held 34,853 shares of NYLI MacKay Core Plus Bond ETF worth $731K as of Q1 2026.
NYLI MacKay Core Plus Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
NYLI MacKay Core Plus Bond ETF made up 0.28% of First Affirmative Financial Network's portfolio in Q1 2026, its #76 holding.
First Affirmative Financial Network first reported a position in NYLI MacKay Core Plus Bond ETF in Q2 2025 and has held it in 3 quarters since.
First Affirmative Financial Network's NYLI MacKay Core Plus Bond ETF position peaked at $2.08M in Q2 2025.
16 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.