Cetera Investment Advisers
CGCB icon

Cetera Investment Advisers’s Capital Group Core Bond ETF CGCB Stock Holding History

Cetera Investment Advisers’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 		$118M Buy
4,511,435
+579,091
+15% +$15.2M 0.11% 189
2026
Q1 		$103M Buy
3,932,344
+591,197
+18% +$15.7M 0.11% 172
2025
Q4 		$88.6M Buy
3,341,147
+492,018
+17% +$13.1M 0.1% 199
2025
Q3 		$75.7M Buy
2,849,129
+1,300,006
+84% +$34.3M 0.09% 213
2025
Q2 		$40.7M Buy
1,549,123
+416,425
+37% +$10.9M 0.07% 288
2025
Q1 		$29.8M Buy
1,132,698
+308,113
+37% +$8.02M 0.06% 342
2024
Q4 		$21.3M Buy
824,585
+210,085
+34% +$5.51M 0.04% 405
2024
Q3 		$16.6M Buy
614,500
+344,139
+127% +$9.16M 0.04% 477
2024
Q2 		$6.98M Buy
+270,361
New +$6.95M 0.02% 822

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cetera Investment Advisers's CGCB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Core Bond ETF (CGCB) stake by 15% in Q2 2026, buying an estimated $15.2M and bringing the position to 4,511,435 shares worth $118M. The position accounts for 0.11% of the portfolio, ranked #189.

Cetera Investment Advisers first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Cetera Investment Advisers held 4,511,435 shares of Capital Group Core Bond ETF worth $118M as of Q2 2026.
  • Cetera Investment Advisers bought 579,091 Capital Group Core Bond ETF shares in Q2 2026, an estimated $15.2M.
  • Capital Group Core Bond ETF made up 0.11% of Cetera Investment Advisers's portfolio in Q2 2026, its #189 holding.
  • Cetera Investment Advisers first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.