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

Allworth 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
2025
Q1 		– Sell
-2,038
Closed -$52.6K – 4077
2024
Q4 		$52.6K Buy
+2,038
New +$53.5K ﹤0.01% 1554

Other funds holding CGCB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Allworth Financial's CGCB Position: Q1 2025 in Review

Allworth Financial sold out of Capital Group Core Bond ETF (CGCB) in Q1 2025, closing a stake of 2,038 shares — an estimated $52.6K sold.

Allworth Financial first reported a position in CGCB in Q4 2024 and held it in 1 quarter. The position peaked at $52.6K in Q4 2024. 166 funds tracked by Wall St. Rank hold CGCB as of Q1 2025.

  • Allworth Financial reported no remaining Capital Group Core Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 2,038 Capital Group Core Bond ETF shares in Q1 2025, an estimated $52.6K.
  • Allworth Financial first reported a position in Capital Group Core Bond ETF in Q4 2024 and held it in 1 quarter.
  • Allworth Financial's Capital Group Core Bond ETF position peaked at $52.6K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.