Brinker Capital Investments’s Capital Group Core Bond ETF CGCB Stock Holding History

Brinker Capital Investments’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	$2.47M	Buy	94,536 +22,773	+32%	+$598K	0.02%	680
2026 Q1	$1.88M	Buy	71,763 +12,935	+22%	+$344K	0.02%	782
2025 Q4	$1.56M	Buy	58,828 +9,716	+20%	+$259K	0.01%	984
2025 Q3	$1.31M	Buy	49,112 +16,792	+52%	+$443K	0.01%	1079
2025 Q2	$850K	Buy	32,320 +14,682	+83%	+$383K	0.01%	1275
2025 Q1	$464K	Buy	+17,638	New	+$459K	﹤0.01%	1458

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 22.9% 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

Brinker Capital Investments's CGCB Position: Q2 2026 in Review

Brinker Capital Investments increased its Capital Group Core Bond ETF (CGCB) stake by 32% in Q2 2026, buying an estimated $598K and bringing the position to 94,536 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #680.

Brinker Capital Investments first reported a position in CGCB in Q1 2025 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Brinker Capital Investments held 94,536 shares of Capital Group Core Bond ETF worth $2.47M as of Q2 2026.
Brinker Capital Investments bought 22,773 Capital Group Core Bond ETF shares in Q2 2026, an estimated $598K.
Capital Group Core Bond ETF made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #680 holding.
Brinker Capital Investments first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.