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CGCB icon

Ancora Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Ancora Advisors’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 		$2.85M Buy
109,008
+5,875
+6% +$154K 0.06% 265
2026
Q1 		$2.71M Sell
103,133
-15,709
-13% -$417K 0.06% 250
2025
Q4 		$3.15M Sell
118,842
-765
-0.6% -$20.4K 0.06% 230
2025
Q3 		$3.18M Sell
119,607
-1,624
-1% -$42.8K 0.06% 227
2025
Q2 		$3.19M Sell
121,231
-11,815
-9% -$308K 0.07% 225
2025
Q1 		$3.5M Sell
133,046
-9,581
-7% -$249K 0.08% 204
2024
Q4 		$3.68M Sell
142,627
-1,288
-0.9% -$33.8K 0.08% 198
2024
Q3 		$3.88M Buy
143,915
+1,801
+1% +$47.9K 0.09% 196
2024
Q2 		$3.67M Sell
142,114
-11,978
-8% -$308K 0.09% 195
2024
Q1 		$4.01M Buy
154,092
+10,745
+7% +$280K 0.09% 186
2023
Q4 		$3.79M Buy
+143,347
New +$3.64M 0.09% 191

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

Ancora Advisors's CGCB Position: Q2 2026 in Review

Ancora Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 5.7% in Q2 2026, buying an estimated $154K and bringing the position to 109,008 shares worth $2.85M. The position accounts for 0.06% of the portfolio, ranked #265.

Ancora Advisors first reported a position in CGCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.01M in Q1 2024. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Ancora Advisors held 109,008 shares of Capital Group Core Bond ETF worth $2.85M as of Q2 2026.
  • Ancora Advisors bought 5,875 Capital Group Core Bond ETF shares in Q2 2026, an estimated $154K.
  • Capital Group Core Bond ETF made up 0.06% of Ancora Advisors's portfolio in Q2 2026, its #265 holding.
  • Ancora Advisors first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Ancora Advisors's Capital Group Core Bond ETF position peaked at $4.01M in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.