LeClair Wealth Partners’s NYLIM MacKay Core Plus Bond ETF CPLB Stock Holding History

LeClair Wealth Partners’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 Q3	$7.62M	Buy	+380,865	New	+$7.86M	3.28%	6

Other funds holding CPLB

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LeClair Wealth Partners's CPLB Position: Q3 2026 in Review

LeClair Wealth Partners opened a new position in NYLIM MacKay Core Plus Bond ETF (CPLB) in Q3 2026: 380,865 shares worth $7.62M. The stake represents 3.28% of the portfolio and ranks #6 among its holdings.

9 funds tracked by Wall St. Rank hold CPLB as of Q3 2026.

LeClair Wealth Partners held 380,865 shares of NYLIM MacKay Core Plus Bond ETF worth $7.62M as of Q3 2026.
NYLIM MacKay Core Plus Bond ETF was a new LeClair Wealth Partners position in Q3 2026.
NYLIM MacKay Core Plus Bond ETF made up 3.28% of LeClair Wealth Partners's portfolio in Q3 2026, its #6 holding.
9 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q3 2026.

Based on LeClair Wealth Partners's 13F filing for Q3 2026, filed 10 Nov 2026.