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Capital Analysts LLC’s Capital Group Core Bond ETF CGCB Stock Holding History

Capital Analysts LLC’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 		$752K Buy
28,697
+14,653
+104% +$384K 0.02% 423
2026
Q1 		$368K Buy
14,044
+4,695
+50% +$125K 0.01% 519
2025
Q4 		$248K Sell
9,349
-493
-5% -$13.1K 0.01% 578
2025
Q3 		$262K Buy
9,842
+29
+0.3% +$765 0.01% 550
2025
Q2 		$258K Buy
9,813
+5,709
+139% +$149K 0.01% 498
2025
Q1 		$108K Buy
+4,104
New +$107K ﹤0.01% 626

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
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 $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Capital Analysts LLC's CGCB Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Core Bond ETF (CGCB) stake by 104% in Q2 2026, buying an estimated $384K and bringing the position to 28,697 shares worth $752K. The position accounts for 0.02% of the portfolio, ranked #423.

Capital Analysts LLC 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.

  • Capital Analysts LLC held 28,697 shares of Capital Group Core Bond ETF worth $752K as of Q2 2026.
  • Capital Analysts LLC bought 14,653 Capital Group Core Bond ETF shares in Q2 2026, an estimated $384K.
  • Capital Group Core Bond ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #423 holding.
  • Capital Analysts LLC 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.