Morgan Stanley’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

Morgan Stanley’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	$10M	Buy	478,090 +452,752	+1,787%	+$9.62M	﹤0.01%	3564
2025 Q4	$538K	Buy	25,338 +25,337	+2,533,700%	+$541K	﹤0.01%	5471
2025 Q3	$36	Sell	1 -1	-50%	-$21	﹤0.01%	7945
2025 Q2	$46	Buy	2 +1	+100%	+$21	﹤0.01%	7814
2025 Q1	$30	Buy	+1	New	+$21	﹤0.01%	7887
2024 Q4	–	Sell	-1	Closed	-$30	–	8135
2024 Q3	$30	Hold	1	–	–	﹤0.01%	7741
2024 Q2	$21	Buy	+1	New	+$21	﹤0.01%	7736

Other funds holding CPLB

NYLIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

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

Morgan Stanley's CPLB Position: Q1 2026 in Review

Morgan Stanley increased its NYLI MacKay Core Plus Bond ETF (CPLB) stake by 1,787% in Q1 2026, buying an estimated $9.62M and bringing the position to 478,090 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

Morgan Stanley first reported a position in CPLB in Q2 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold CPLB as of Q1 2026.

Morgan Stanley held 478,090 shares of NYLI MacKay Core Plus Bond ETF worth $10M as of Q1 2026.
Morgan Stanley bought 452,752 NYLI MacKay Core Plus Bond ETF shares in Q1 2026, an estimated $9.62M.
NYLI MacKay Core Plus Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3564 holding.
Morgan Stanley first reported a position in NYLI MacKay Core Plus Bond ETF in Q2 2024 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.