Keudell/Morrison Wealth Management’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

Keudell/Morrison Wealth 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
2025 Q2	$637K	Buy
2025 Q1	$607K	Buy
2024 Q4	$558K	Buy
2024 Q3	$558K	Sell
2024 Q2	$537K	Buy
2024 Q1	$421K	Buy
2023 Q4	$366K	Buy
2023 Q3	$344K	Buy
2023 Q2	$312K	Buy
2023 Q1	$300K	Buy