UBS Group’s NYLIM MacKay Core Plus Bond ETF CPLB Stock Holding History

UBS 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	$4.64K	Buy	222 +197	+788%	+$4.13K	﹤0.01%	9022
2026 Q1	$525	Buy	+25	New	+$531	﹤0.01%	9846
2024 Q3	–	Sell	-1,832	Closed	-$38.3K	–	10226
2024 Q2	$38.3K	Buy	+1,832	New	+$37.9K	﹤0.01%	6893
2023 Q3	–	Sell	-63	Closed	-$1.31K	–	10071
2023 Q2	$1.31K	Sell	63 -19	-23%	-$399	﹤0.01%	7949
2023 Q1	$1.74K	Buy	+82	New	+$1.73K	﹤0.01%	8660
2022 Q3	–	Sell	-1	Closed	–	–	11053
2022 Q2	$0	Hold	1	–	–	﹤0.01%	11068
2022 Q1	$0	Buy	+1	New	+$24	﹤0.01%	11025
2021 Q4	–	Sell	-1	Closed	–	–	10819
2021 Q3	$0	Buy	+1	New	+$25	﹤0.01%	10197

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 22.9% 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

UBS Group's CPLB Position: Q2 2026 in Review

UBS Group increased its NYLIM MacKay Core Plus Bond ETF (CPLB) stake by 788% in Q2 2026, buying an estimated $4.13K and bringing the position to 222 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #9022.

UBS Group first reported a position in CPLB in Q3 2021 and has held it in 8 quarters since. The position peaked at $38.3K in Q2 2024. 17 funds tracked by Wall St. Rank hold CPLB as of Q2 2026.

UBS Group held 222 shares of NYLIM MacKay Core Plus Bond ETF worth $4.64K as of Q2 2026.
UBS Group bought 197 NYLIM MacKay Core Plus Bond ETF shares in Q2 2026, an estimated $4.13K.
NYLIM MacKay Core Plus Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9022 holding.
UBS Group first reported a position in NYLIM MacKay Core Plus Bond ETF in Q3 2021 and has held it in 8 quarters since.
UBS Group's NYLIM MacKay Core Plus Bond ETF position peaked at $38.3K in Q2 2024.
17 funds tracked by Wall St. Rank held NYLIM MacKay Core Plus Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.