Baird Financial Group
CGCB icon

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

Baird Financial Group’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 		$309K Buy
11,794
+1,473
+14% +$38.6K ﹤0.01% 1725
2026
Q1 		$271K Sell
10,321
-66,914
-87% -$1.78M ﹤0.01% 1674
2025
Q4 		$2.05M Buy
77,235
+1,009
+1% +$26.9K ﹤0.01% 1028
2025
Q3 		$2.03M Buy
76,226
+631
+0.8% +$16.6K ﹤0.01% 1039
2025
Q2 		$1.99M Sell
75,595
-90
-0.1% -$2.35K ﹤0.01% 1019
2025
Q1 		$1.99M Buy
75,685
+65,971
+679% +$1.72M ﹤0.01% 968
2024
Q4 		$251K Buy
+9,714
New +$255K ﹤0.01% 1619

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

Baird Financial Group's CGCB Position: Q2 2026 in Review

Baird Financial Group increased its Capital Group Core Bond ETF (CGCB) stake by 14% in Q2 2026, buying an estimated $38.6K and bringing the position to 11,794 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Baird Financial Group first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Baird Financial Group held 11,794 shares of Capital Group Core Bond ETF worth $309K as of Q2 2026.
  • Baird Financial Group bought 1,473 Capital Group Core Bond ETF shares in Q2 2026, an estimated $38.6K.
  • Capital Group Core Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1725 holding.
  • Baird Financial Group first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Baird Financial Group's Capital Group Core Bond ETF position peaked at $2.05M in Q4 2025.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.