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Capital A Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-885
Closed -$23.3K – 493
2025
Q1 		$23.3K Sell
885
-65
-7% -$1.69K 0.02% 211
2024
Q4 		$24.5K Buy
+950
New +$24.9K 0.04% 215

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Capital A Wealth Management's CGCB Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group Core Bond ETF (CGCB) in Q2 2025, closing a stake of 885 shares — an estimated $23.3K sold.

Capital A Wealth Management first reported a position in CGCB in Q4 2024 and held it in 2 quarters. The position peaked at $24.5K in Q4 2024. 185 funds tracked by Wall St. Rank hold CGCB as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 885 Capital Group Core Bond ETF shares in Q2 2025, an estimated $23.3K.
  • Capital A Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital Group Core Bond ETF position peaked at $24.5K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.