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 Q2	$29.6M	Buy	1,129,480 +20,666	+2%	+$542K	2.39%	8
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 $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

Continuum Advisory's CGCB Position: Q2 2026 in Review

Continuum Advisory increased its Capital Group Core Bond ETF (CGCB) stake by 1.9% in Q2 2026, buying an estimated $542K and bringing the position to 1,129,480 shares worth $29.6M. The position accounts for 2.39% of the portfolio, ranked #8.

Continuum Advisory first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Continuum Advisory held 1,129,480 shares of Capital Group Core Bond ETF worth $29.6M as of Q2 2026.
Continuum Advisory bought 20,666 Capital Group Core Bond ETF shares in Q2 2026, an estimated $542K.
Capital Group Core Bond ETF made up 2.39% of Continuum Advisory's portfolio in Q2 2026, its #8 holding.
Continuum Advisory first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.