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

Bay Colony 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
2025
Q3 		– Sell
-16,488
Closed -$434K – 517
2025
Q2 		$434K Sell
16,488
-4,614
-22% -$120K 0.06% 268
2025
Q1 		$554K Sell
21,102
-14,178
-40% -$369K 0.08% 227
2024
Q4 		$910K Buy
35,280
+6,103
+21% +$160K 0.13% 156
2024
Q3 		$786K Buy
+29,177
New +$777K 0.12% 171

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
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bay Colony Advisors's CGCB Position: Q3 2025 in Review

Bay Colony Advisors sold out of Capital Group Core Bond ETF (CGCB) in Q3 2025, closing a stake of 16,488 shares — an estimated $434K sold.

Bay Colony Advisors first reported a position in CGCB in Q3 2024 and held it in 4 quarters. The position peaked at $910K in Q4 2024. 199 funds tracked by Wall St. Rank hold CGCB as of Q3 2025.

  • Bay Colony Advisors reported no remaining Capital Group Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 16,488 Capital Group Core Bond ETF shares in Q3 2025, an estimated $434K.
  • Bay Colony Advisors first reported a position in Capital Group Core Bond ETF in Q3 2024 and held it in 4 quarters.
  • Bay Colony Advisors's Capital Group Core Bond ETF position peaked at $910K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2025.

Based on Bay Colony Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.