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AlphaCore Capital’s Capital Group Core Bond ETF CGCB Stock Holding History

AlphaCore Capital’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 		$135K Sell
5,166
-1,839
-26% -$48.3K ﹤0.01% 1173
2026
Q1 		$184K Sell
7,005
-12,574
-64% -$334K ﹤0.01% 858
2025
Q4 		$519K Buy
19,579
+13
+0.1% +$346 0.01% 596
2025
Q3 		$520K Buy
19,566
+8
+0% +$211 0.02% 438
2025
Q2 		$514K Buy
19,558
+9
+0% +$235 0.02% 367
2025
Q1 		$514K Buy
+19,549
New +$509K 0.04% 265

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

AlphaCore Capital's CGCB Position: Q2 2026 in Review

AlphaCore Capital reduced its Capital Group Core Bond ETF (CGCB) stake by 26% in Q2 2026, selling an estimated $48.3K and leaving 5,166 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

AlphaCore Capital first reported a position in CGCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • AlphaCore Capital held 5,166 shares of Capital Group Core Bond ETF worth $135K as of Q2 2026.
  • AlphaCore Capital sold 1,839 Capital Group Core Bond ETF shares in Q2 2026, an estimated $48.3K.
  • Capital Group Core Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1173 holding.
  • AlphaCore Capital first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • AlphaCore Capital's Capital Group Core Bond ETF position peaked at $520K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.