Capital Management Associates Inc’s Capital Group Core Bond ETF CGCB Stock Holding History

Capital Management Associates Inc’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	$949K	Buy	36,252 +360	+1%	+$9.45K	0.19%	67
2026 Q1	$943K	Buy	35,892 +3,337	+10%	+$88.6K	0.21%	67
2025 Q4	$863K	Buy	32,555 +18,227	+127%	+$486K	0.19%	71
2025 Q3	$381K	Buy	+14,328	New	+$378K	0.1%	94

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 Management Associates Inc's CGCB Position: Q2 2026 in Review

Capital Management Associates Inc increased its Capital Group Core Bond ETF (CGCB) stake by 1% in Q2 2026, buying an estimated $9.45K and bringing the position to 36,252 shares worth $949K. The position accounts for 0.19% of the portfolio, ranked #67.

Capital Management Associates Inc first reported a position in CGCB in Q3 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Capital Management Associates Inc held 36,252 shares of Capital Group Core Bond ETF worth $949K as of Q2 2026.
Capital Management Associates Inc bought 360 Capital Group Core Bond ETF shares in Q2 2026, an estimated $9.45K.
Capital Group Core Bond ETF made up 0.19% of Capital Management Associates Inc's portfolio in Q2 2026, its #67 holding.
Capital Management Associates Inc first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.