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Capital Planning Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Capital Planning Advisors’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
Q1 		$2.12M Buy
80,713
+16,417
+26% +$436K 0.31% 54
2025
Q4 		$1.71M Buy
+64,296
New +$1.71M 0.23% 66

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Capital Planning Advisors's CGCB Position: Q1 2026 in Review

Capital Planning Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 26% in Q1 2026, buying an estimated $436K and bringing the position to 80,713 shares worth $2.12M. The position accounts for 0.31% of the portfolio, ranked #54.

Capital Planning Advisors first reported a position in CGCB in Q4 2025 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Capital Planning Advisors held 80,713 shares of Capital Group Core Bond ETF worth $2.12M as of Q1 2026.
  • Capital Planning Advisors bought 16,417 Capital Group Core Bond ETF shares in Q1 2026, an estimated $436K.
  • Capital Group Core Bond ETF made up 0.31% of Capital Planning Advisors's portfolio in Q1 2026, its #54 holding.
  • Capital Planning Advisors first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.