Benjamin Edwards Inc’s Capital Group Core Bond ETF CGCB Stock Holding History

Benjamin Edwards Inc’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	$79.6M	Buy	3,040,699 +142,620	+5%	+$3.74M	0.73%	21
2026 Q1	$76.1M	Buy	2,898,079 +2,708,421	+1,428%	+$71.9M	0.76%	21
2025 Q4	$5.03M	Buy	189,658 +64,011	+51%	+$1.71M	0.06%	305
2025 Q3	$3.34M	Buy	125,647 +49,355	+65%	+$1.3M	0.04%	386
2025 Q2	$2.01M	Buy	76,292 +14,914	+24%	+$389K	0.03%	460
2025 Q1	$1.61M	Buy	61,378 +23,335	+61%	+$607K	0.02%	466
2024 Q4	$981K	Buy	38,043 +25,574	+205%	+$671K	0.01%	618
2024 Q3	$336K	Buy	+12,469	New	+$332K	﹤0.01%	919

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Benjamin Edwards Inc's CGCB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Core Bond ETF (CGCB) stake by 4.9% in Q2 2026, buying an estimated $3.74M and bringing the position to 3,040,699 shares worth $79.6M. The position accounts for 0.73% of the portfolio, ranked #21.

Benjamin Edwards Inc first reported a position in CGCB in Q3 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Benjamin Edwards Inc held 3,040,699 shares of Capital Group Core Bond ETF worth $79.6M as of Q2 2026.
Benjamin Edwards Inc bought 142,620 Capital Group Core Bond ETF shares in Q2 2026, an estimated $3.74M.
Capital Group Core Bond ETF made up 0.73% of Benjamin Edwards Inc's portfolio in Q2 2026, its #21 holding.
Benjamin Edwards Inc first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.