AF
CGCB icon

Advisornet Financial’s Capital Group Core Bond ETF CGCB Stock Holding History

Advisornet Financial’s Portfolio CGCB Stock Details CGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.8M Buy
757,948
+79,424
+12% +$2.08M 0.91% 32
2026
Q1 		$17.8M Buy
678,524
+615,045
+969% +$16.3M 0.92% 33
2025
Q4 		$1.68M Buy
63,479
+38,457
+154% +$1.02M 0.09% 193
2025
Q3 		$665K Sell
25,022
-856
-3% -$22.6K 0.04% 326
2025
Q2 		$681K Buy
25,878
+2,260
+10% +$58.9K 0.04% 313
2025
Q1 		$621K Buy
23,618
+1,295
+6% +$33.7K 0.05% 308
2024
Q4 		$576K Sell
22,323
-3,396
-13% -$89.1K 0.05% 284
2024
Q3 		$693K Buy
25,719
+4,045
+19% +$108K 0.05% 271
2024
Q2 		$560K Sell
21,674
-136
-0.6% -$3.5K 0.05% 284
2024
Q1 		$567K Sell
21,810
-193,771
-90% -$5.05M 0.05% 283
2023
Q4 		$5.7M Buy
+215,581
New +$5.47M 0.53% 35

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Advisornet Financial's CGCB Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Core Bond ETF (CGCB) stake by 12% in Q2 2026, buying an estimated $2.08M and bringing the position to 757,948 shares worth $19.8M. The position accounts for 0.91% of the portfolio, ranked #32.

Advisornet Financial first reported a position in CGCB in Q4 2023 and has held it in 11 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Advisornet Financial held 757,948 shares of Capital Group Core Bond ETF worth $19.8M as of Q2 2026.
  • Advisornet Financial bought 79,424 Capital Group Core Bond ETF shares in Q2 2026, an estimated $2.08M.
  • Capital Group Core Bond ETF made up 0.91% of Advisornet Financial's portfolio in Q2 2026, its #32 holding.
  • Advisornet Financial first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.