Continuum Advisory’s Capital Group Core Bond ETF CGCB Stock Holding History

Continuum Advisory’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 Q1	$29.1M	Buy	1,108,814 +82,310	+8%	+$2.19M	2.79%	6
2025 Q4	$27.2M	Buy	1,026,504 +113,538	+12%	+$3.03M	2.73%	5
2025 Q3	$24.3M	Buy	912,966 +170,043	+23%	+$4.49M	2.57%	6
2025 Q2	$19.5M	Buy	742,923 +78,679	+12%	+$2.05M	2.35%	7
2025 Q1	$17.5M	Buy	664,244 +526,028	+381%	+$13.7M	2.25%	5
2024 Q4	$3.56M	Buy	138,216 +88,175	+176%	+$2.31M	0.46%	48
2024 Q3	$1.3M	Buy	50,041 +36,503	+270%	+$972K	0.17%	130
2024 Q2	$350K	Buy	13,538 +8	+0.1%	+$206	0.05%	273
2024 Q1	$347K	Buy	+13,530	New	+$353K	0.05%	277

Other funds holding CGCB

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Continuum Advisory's CGCB Position: Q1 2026 in Review

Continuum Advisory increased its Capital Group Core Bond ETF (CGCB) stake by 8% in Q1 2026, buying an estimated $2.19M and bringing the position to 1,108,814 shares worth $29.1M. The position accounts for 2.79% of the portfolio, ranked #6.

Continuum Advisory first reported a position in CGCB in Q1 2024 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

Continuum Advisory held 1,108,814 shares of Capital Group Core Bond ETF worth $29.1M as of Q1 2026.
Continuum Advisory bought 82,310 Capital Group Core Bond ETF shares in Q1 2026, an estimated $2.19M.
Capital Group Core Bond ETF made up 2.79% of Continuum Advisory's portfolio in Q1 2026, its #6 holding.
Continuum Advisory first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 9 quarters since.
252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.