New York Life Investment Management’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

New York Life Investment 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 Q1	$270M	Buy	12,885,219 +87,617	+0.7%	+$1.86M	2.29%	6
2025 Q4	$272M	Sell	12,797,602 -90,988	-0.7%	-$1.94M	2.34%	5
2025 Q3	$276M	Sell	12,888,590 -119,242	-0.9%	-$2.53M	2.42%	5
2025 Q2	$277M	Buy	13,007,832 +151,146	+1%	+$3.17M	2.6%	5
2025 Q1	$273M	Sell	12,856,686 -1,195,198	-9%	-$25.2M	2.78%	4
2024 Q4	$292M	Buy	14,051,884 +6,651,362	+90%	+$141M	2.86%	5
2024 Q3	$161M	Sell	7,400,522 -265,421	-3%	-$5.68M	1.57%	8
2024 Q2	$160M	Sell	7,665,943 -2,414,694	-24%	-$50M	1.61%	7
2024 Q1	$212M	Sell	10,080,637 -301,684	-3%	-$6.3M	2.11%	6
2023 Q4	$219M	Sell	10,382,321 -979,798	-9%	-$19.8M	2.24%	4
2023 Q3	$227M	Buy	11,362,119 +65,855	+0.6%	+$1.35M	2.46%	5
2023 Q2	$235M	Sell	11,296,264 -278,077	-2%	-$5.84M	2.45%	5
2023 Q1	$245M	Buy	11,574,341 +163,972	+1%	+$3.46M	2.72%	5
2022 Q4	$236M	Buy	11,410,369 +2,774,177	+32%	+$57.2M	2.69%	5
2022 Q3	$178M	Buy	8,636,192 +611,246	+8%	+$13.3M	2.15%	6
2022 Q2	$175M	Buy	8,024,946 +5,385,212	+204%	+$120M	2.03%	5
2022 Q1	$61.6M	Buy	+2,639,734	New	+$63.3M	3.26%	7

Other funds holding CPLB

Morgan Stanley New York $1.66T AUM 25.57% 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

New York Life Investment Management's CPLB Position: Q1 2026 in Review

New York Life Investment Management increased its NYLI MacKay Core Plus Bond ETF (CPLB) stake by 0.68% in Q1 2026, buying an estimated $1.86M and bringing the position to 12,885,219 shares worth $270M. The position accounts for 2.29% of the portfolio, ranked #6.

New York Life Investment Management first reported a position in CPLB in Q1 2022 and has held it in 17 quarters since. The position peaked at $292M in Q4 2024. 16 funds tracked by Wall St. Rank hold CPLB as of Q1 2026.

New York Life Investment Management held 12,885,219 shares of NYLI MacKay Core Plus Bond ETF worth $270M as of Q1 2026.
New York Life Investment Management bought 87,617 NYLI MacKay Core Plus Bond ETF shares in Q1 2026, an estimated $1.86M.
NYLI MacKay Core Plus Bond ETF made up 2.29% of New York Life Investment Management's portfolio in Q1 2026, its #6 holding.
New York Life Investment Management first reported a position in NYLI MacKay Core Plus Bond ETF in Q1 2022 and has held it in 17 quarters since.
New York Life Investment Management's NYLI MacKay Core Plus Bond ETF position peaked at $292M in Q4 2024.
16 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.