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

Concurrent Investment 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	$5.33M	Buy	203,488 +14,761	+8%	+$387K	0.05%	415
2026 Q1	$4.96M	Sell	188,727 -166,239	-47%	-$4.42M	0.05%	361
2025 Q4	$9.41M	Buy	354,966 +179,260	+102%	+$4.78M	0.11%	199
2025 Q3	$4.67M	Buy	175,706 +45,262	+35%	+$1.19M	0.08%	258
2025 Q2	$3.43M	Buy	130,444 +2,788	+2%	+$72.7K	0.07%	296
2025 Q1	$3.35M	Buy	127,656 +9,744	+8%	+$254K	0.08%	252
2024 Q4	$3.04M	Sell	117,912 -2,367	-2%	-$62.1K	0.08%	245
2024 Q3	$3.24M	Sell	120,279 -2,718	-2%	-$72.4K	0.1%	220
2024 Q2	$3.18M	Buy	+122,997	New	+$3.16M	0.1%	203

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

Concurrent Investment Advisors's CGCB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 7.8% in Q2 2026, buying an estimated $387K and bringing the position to 203,488 shares worth $5.33M. The position accounts for 0.05% of the portfolio, ranked #415.

Concurrent Investment Advisors first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.41M in Q4 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Concurrent Investment Advisors held 203,488 shares of Capital Group Core Bond ETF worth $5.33M as of Q2 2026.
Concurrent Investment Advisors bought 14,761 Capital Group Core Bond ETF shares in Q2 2026, an estimated $387K.
Capital Group Core Bond ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #415 holding.
Concurrent Investment Advisors first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Capital Group Core Bond ETF position peaked at $9.41M in Q4 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.