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

Clear Point 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 Q2	$1.69M	Buy	+64,635	New	+$1.7M	1.5%	17
2026 Q1	–	Sell	-55,614	Closed	-$1.47M	–	85
2025 Q4	$1.47M	Buy	55,614 +26,232	+89%	+$699K	1.14%	19
2025 Q3	$861K	Buy	+29,382	New	+$775K	0.67%	44
2024 Q4	–	Sell	-3,777	Closed	-$102K	–	184
2024 Q3	$102K	Buy	+3,777	New	+$101K	0.08%	147

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 22.96% 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

Clear Point Advisors's CGCB Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Capital Group Core Bond ETF (CGCB) in Q2 2026: 64,635 shares worth $1.69M. The stake represents 1.5% of the portfolio and ranks #17 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in CGCB as recently as Q4 2025.

Clear Point Advisors first reported a position in CGCB in Q3 2024 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Clear Point Advisors held 64,635 shares of Capital Group Core Bond ETF worth $1.69M as of Q2 2026.
Capital Group Core Bond ETF was a new Clear Point Advisors position in Q2 2026.
Capital Group Core Bond ETF made up 1.5% of Clear Point Advisors's portfolio in Q2 2026, its #17 holding.
Clear Point Advisors first reported a position in Capital Group Core Bond ETF in Q3 2024 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 Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.