CT
CGCB icon

Clearstead Trust’s Capital Group Core Bond ETF CGCB Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-1,390
Closed -$36.9K – 1105
2025
Q3 		$36.9K Buy
+1,390
New +$36.7K 0.01% 353

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 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearstead Trust's CGCB Position: Q4 2025 in Review

Clearstead Trust sold out of Capital Group Core Bond ETF (CGCB) in Q4 2025, closing a stake of 1,390 shares — an estimated $36.9K sold.

Clearstead Trust first reported a position in CGCB in Q3 2025 and held it in 1 quarter. The position peaked at $36.9K in Q3 2025. 238 funds tracked by Wall St. Rank hold CGCB as of Q4 2025.

  • Clearstead Trust reported no remaining Capital Group Core Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 1,390 Capital Group Core Bond ETF shares in Q4 2025, an estimated $36.9K.
  • Clearstead Trust first reported a position in Capital Group Core Bond ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Trust's Capital Group Core Bond ETF position peaked at $36.9K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.