Capital Group Private Client Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Capital Group Private Client Services’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	$8.72M	Buy	333,242 +75,239	+29%	+$1.97M	0.12%	72
2026 Q1	$6.78M	Buy	258,003 +223,098	+639%	+$5.93M	0.11%	86
2025 Q4	$926K	Buy	34,905 +16,340	+88%	+$435K	0.01%	205
2025 Q3	$493K	Sell	18,565 -262	-1%	-$6.91K	0.01%	248
2025 Q2	$495K	Buy	18,827 +3,213	+21%	+$83.7K	﹤0.01%	258
2025 Q1	$410K	Buy	+15,614	New	+$406K	﹤0.01%	257

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

Capital Group Private Client Services's CGCB Position: Q2 2026 in Review

Capital Group Private Client Services increased its Capital Group Core Bond ETF (CGCB) stake by 29% in Q2 2026, buying an estimated $1.97M and bringing the position to 333,242 shares worth $8.72M. The position accounts for 0.12% of the portfolio, ranked #72.

Capital Group Private Client Services 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 Group Private Client Services held 333,242 shares of Capital Group Core Bond ETF worth $8.72M as of Q2 2026.
Capital Group Private Client Services bought 75,239 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.97M.
Capital Group Core Bond ETF made up 0.12% of Capital Group Private Client Services's portfolio in Q2 2026, its #72 holding.
Capital Group Private Client Services 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 Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.