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

World Investment 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
2026 Q1	–	Sell	-16,753	Closed	-$356K	–	1670
2025 Q4	$356K	Sell	16,753 -35	-0.2%	-$747	0.01%	1100
2025 Q3	$359K	Buy	+16,788	New	+$356K	0.01%	918

Other funds holding CPLB

NYLIM

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

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

World Investment Advisors's CPLB Position: Q1 2026 in Review

World Investment Advisors sold out of NYLI MacKay Core Plus Bond ETF (CPLB) in Q1 2026, closing a stake of 16,753 shares — an estimated $356K sold.

World Investment Advisors first reported a position in CPLB in Q3 2025 and held it in 2 quarters. The position peaked at $359K in Q3 2025. 16 funds tracked by Wall St. Rank hold CPLB as of Q1 2026.

World Investment Advisors reported no remaining NYLI MacKay Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
World Investment Advisors sold 16,753 NYLI MacKay Core Plus Bond ETF shares in Q1 2026, an estimated $356K.
World Investment Advisors first reported a position in NYLI MacKay Core Plus Bond ETF in Q3 2025 and held it in 2 quarters.
World Investment Advisors's NYLI MacKay Core Plus Bond ETF position peaked at $359K in Q3 2025.
16 funds tracked by Wall St. Rank held NYLI MacKay Core Plus Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.