CAM
CGCB icon

Creekmur Asset Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Creekmur Asset Management’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
Q3 		$8.76M Sell
329,558
-15,312
-4% -$404K 1.45% 13
2025
Q2 		$9.07M Buy
+344,870
New +$8.99M 1.6% 12

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Creekmur Asset Management's CGCB Position: Q3 2025 in Review

Creekmur Asset Management reduced its Capital Group Core Bond ETF (CGCB) stake by 4.4% in Q3 2025, selling an estimated $404K and leaving 329,558 shares worth $8.76M. The position accounts for 1.45% of the portfolio, ranked #13.

Creekmur Asset Management first reported a position in CGCB in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.07M in Q2 2025. 199 funds tracked by Wall St. Rank hold CGCB as of Q3 2025.

  • Creekmur Asset Management held 329,558 shares of Capital Group Core Bond ETF worth $8.76M as of Q3 2025.
  • Creekmur Asset Management sold 15,312 Capital Group Core Bond ETF shares in Q3 2025, an estimated $404K.
  • Capital Group Core Bond ETF made up 1.45% of Creekmur Asset Management's portfolio in Q3 2025, its #13 holding.
  • Creekmur Asset Management first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • Creekmur Asset Management's Capital Group Core Bond ETF position peaked at $9.07M in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.