Bank of Montreal
CGCB icon

Bank of Montreal’s Capital Group Core Bond ETF CGCB Stock Holding History

Bank of Montreal’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
Q1 		$139K Hold
5,300
– – ﹤0.01% 3047
2025
Q4 		$141K Hold
5,300
– – ﹤0.01% 2952
2025
Q3 		$141K Hold
5,300
– – ﹤0.01% 2878
2025
Q2 		$139K Buy
5,300
+1,000
+23% +$26.1K ﹤0.01% 2910
2025
Q1 		$113K Hold
4,300
– – ﹤0.01% 2890
2024
Q4 		$111K Hold
4,300
– – ﹤0.01% 2929
2024
Q3 		$116K Buy
+4,300
New +$114K ﹤0.01% 3200

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.66T AUM 25.57% 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 $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank of Montreal's CGCB Position: Q1 2026 in Review

Bank of Montreal held its Capital Group Core Bond ETF (CGCB) position steady in Q1 2026 at 5,300 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

Bank of Montreal first reported a position in CGCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $141K in Q3 2025. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Bank of Montreal held 5,300 shares of Capital Group Core Bond ETF worth $139K as of Q1 2026.
  • Bank of Montreal left its Capital Group Core Bond ETF share count unchanged in Q1 2026.
  • Capital Group Core Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3047 holding.
  • Bank of Montreal first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Bank of Montreal's Capital Group Core Bond ETF position peaked at $141K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.