Capital Investment Advisory Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Capital Investment Advisory 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	$53.7K	Buy	2,053 +1,473	+254%	+$38.6K	﹤0.01%	934
2026 Q1	$15.2K	Buy	+580	New	+$15.4K	﹤0.01%	1018
2025 Q4	–	Sell	-1,085	Closed	-$28.8K	–	1178
2025 Q3	$28.8K	Hold	1,085	–	–	﹤0.01%	856
2025 Q2	$28.5K	Hold	1,085	–	–	﹤0.01%	831
2025 Q1	$28.5K	Sell	1,085 -15	-1%	-$390	﹤0.01%	774
2024 Q4	$28.4K	Hold	1,100	–	–	﹤0.01%	722
2024 Q3	$29.6K	Buy	+1,100	New	+$29.3K	﹤0.01%	759

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

Capital Investment Advisory Services's CGCB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Capital Group Core Bond ETF (CGCB) stake by 254% in Q2 2026, buying an estimated $38.6K and bringing the position to 2,053 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Capital Investment Advisory Services first reported a position in CGCB in Q3 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Capital Investment Advisory Services held 2,053 shares of Capital Group Core Bond ETF worth $53.7K as of Q2 2026.
Capital Investment Advisory Services bought 1,473 Capital Group Core Bond ETF shares in Q2 2026, an estimated $38.6K.
Capital Group Core Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #934 holding.
Capital Investment Advisory Services first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.