Cyndeo Wealth Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

Cyndeo Wealth Partners’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	-14,109	Closed	-$375K	–	482
2025 Q3	$375K	Buy	14,109 +15	+0.1%	+$396	0.02%	353
2025 Q2	$371K	Buy	14,094 +52	+0.4%	+$1.35K	0.02%	344
2025 Q1	$369K	Buy	14,042 +3,788	+37%	+$98.6K	0.02%	334
2024 Q4	$264K	Buy	10,254 +12	+0.1%	+$315	0.02%	386
2024 Q3	$276K	Buy	+10,242	New	+$273K	0.02%	384

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 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cyndeo Wealth Partners's CGCB Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of Capital Group Core Bond ETF (CGCB) in Q4 2025, closing a stake of 14,109 shares — an estimated $375K sold.

Cyndeo Wealth Partners first reported a position in CGCB in Q3 2024 and held it in 5 quarters. The position peaked at $375K in Q3 2025. 238 funds tracked by Wall St. Rank hold CGCB as of Q4 2025.

Cyndeo Wealth Partners reported no remaining Capital Group Core Bond ETF position as of Q4 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 14,109 Capital Group Core Bond ETF shares in Q4 2025, an estimated $375K.
Cyndeo Wealth Partners first reported a position in Capital Group Core Bond ETF in Q3 2024 and held it in 5 quarters.
Cyndeo Wealth Partners's Capital Group Core Bond ETF position peaked at $375K in Q3 2025.
238 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.