Dynamic Advisor Solutions’s Capital Group Core Bond ETF CGCB Stock Holding History

Dynamic Advisor Solutions’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	$3.62M	Buy	138,294 +416	+0.3%	+$10.9K	0.1%	212
2026 Q1	$3.62M	Buy	137,878 +2,679	+2%	+$71.2K	0.11%	197
2025 Q4	$3.59M	Sell	135,199 -62,957	-32%	-$1.68M	0.12%	192
2025 Q3	$5.27M	Buy	198,156 +2,208	+1%	+$58.2K	0.15%	158
2025 Q2	$5.15M	Buy	195,948 +23,507	+14%	+$613K	0.16%	155
2025 Q1	$4.53M	Buy	172,441 +6,851	+4%	+$178K	0.15%	166
2024 Q4	$4.27M	Buy	165,590 +3,452	+2%	+$90.6K	0.18%	132
2024 Q3	$4.37M	Buy	162,138 +23,197	+17%	+$618K	0.13%	184
2024 Q2	$3.59M	Buy	+138,941	New	+$3.57M	0.11%	210

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

Dynamic Advisor Solutions's CGCB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Capital Group Core Bond ETF (CGCB) stake by 0.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 138,294 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #212.

Dynamic Advisor Solutions first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.27M in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Dynamic Advisor Solutions held 138,294 shares of Capital Group Core Bond ETF worth $3.62M as of Q2 2026.
Dynamic Advisor Solutions bought 416 Capital Group Core Bond ETF shares in Q2 2026, an estimated $10.9K.
Capital Group Core Bond ETF made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #212 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Capital Group Core Bond ETF position peaked at $5.27M in Q3 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.