Silver Grove Financial Group’s NYLIM MacKay Core Plus Bond ETF CPLB Stock Holding History

Silver Grove Financial Group’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 Q2	$3.78K	Buy	+181	New	+$3.8K	﹤0.01%	1327

Other funds holding CPLB

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KMWM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Silver Grove Financial Group's CPLB Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in NYLIM MacKay Core Plus Bond ETF (CPLB) in Q2 2026: 181 shares worth $3.78K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings.

17 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

Silver Grove Financial Group held 181 shares of NYLIM MacKay Core Plus Bond ETF worth $3.78K as of Q2 2026.
NYLIM MacKay Core Plus Bond ETF was a new Silver Grove Financial Group position in Q2 2026.
NYLIM MacKay Core Plus Bond ETF made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1327 holding.
17 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.