SA
CPLB

Stewardship Advisors’s NYLI MacKay Core Plus Bond ETF CPLB Stock Holding History

Stewardship Advisors’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
Q1 		– Sell
-207,850
Closed -$4.32M – 162
2024
Q4 		$4.32M Buy
+207,850
New +$4.4M 1.2% 21

Other funds holding CPLB

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stewardship Advisors's CPLB Position: Q1 2025 in Review

Stewardship Advisors sold out of NYLI MacKay Core Plus Bond ETF (CPLB) in Q1 2025, closing a stake of 207,850 shares — an estimated $4.32M sold.

Stewardship Advisors first reported a position in CPLB in Q4 2024 and held it in 1 quarter. The position peaked at $4.32M in Q4 2024. 10 funds tracked by Wall St. Rank hold CPLB as of Q1 2025.

  • Stewardship Advisors reported no remaining NYLI MacKay Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stewardship Advisors sold 207,850 NYLI MacKay Core Plus Bond ETF shares in Q1 2025, an estimated $4.32M.
  • Stewardship Advisors first reported a position in NYLI MacKay Core Plus Bond ETF in Q4 2024 and held it in 1 quarter.
  • Stewardship Advisors's NYLI MacKay Core Plus Bond ETF position peaked at $4.32M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q1 2025.

Based on Stewardship Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.