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

Capital Planning’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
2025
Q2 		– Sell
-125,865
Closed -$3.31M – 81
2025
Q1 		$3.31M Buy
125,865
+8,392
+7% +$218K 0.93% 29
2024
Q4 		$3.03M Buy
+117,473
New +$3.08M 0.79% 33

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Capital Planning's CGCB Position: Q2 2025 in Review

Capital Planning sold out of Capital Group Core Bond ETF (CGCB) in Q2 2025, closing a stake of 125,865 shares — an estimated $3.31M sold.

Capital Planning first reported a position in CGCB in Q4 2024 and held it in 2 quarters. The position peaked at $3.31M in Q1 2025. 185 funds tracked by Wall St. Rank hold CGCB as of Q2 2025.

  • Capital Planning reported no remaining Capital Group Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Planning sold 125,865 Capital Group Core Bond ETF shares in Q2 2025, an estimated $3.31M.
  • Capital Planning first reported a position in Capital Group Core Bond ETF in Q4 2024 and held it in 2 quarters.
  • Capital Planning's Capital Group Core Bond ETF position peaked at $3.31M in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2025.

Based on Capital Planning's 13F filing for Q2 2025, filed 21 Jul 2025.