Envestnet Asset Management
CGCB icon

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

Envestnet 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
2026
Q2 		$202M Buy
7,721,547
+841,106
+12% +$22.1M 0.05% 359
2026
Q1 		$181M Buy
6,880,441
+1,454,691
+27% +$38.6M 0.05% 359
2025
Q4 		$144M Buy
5,425,750
+1,051,303
+24% +$28M 0.04% 391
2025
Q3 		$116M Buy
4,374,447
+797,548
+22% +$21M 0.03% 459
2025
Q2 		$94.1M Buy
3,576,899
+782,472
+28% +$20.4M 0.03% 510
2025
Q1 		$73.4M Buy
2,794,427
+826,886
+42% +$21.5M 0.02% 566
2024
Q4 		$50.7M Buy
1,967,541
+675,279
+52% +$17.7M 0.02% 716
2024
Q3 		$34.8M Buy
1,292,262
+394,268
+44% +$10.5M 0.01% 889
2024
Q2 		$23.2M Buy
897,994
+727,447
+427% +$18.7M 0.01% 1050
2024
Q1 		$4.43M Buy
170,547
+49,013
+40% +$1.28M ﹤0.01% 2064
2023
Q4 		$3.21M Buy
+121,534
New +$3.08M ﹤0.01% 2173

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management's CGCB Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Core Bond ETF (CGCB) stake by 12% in Q2 2026, buying an estimated $22.1M and bringing the position to 7,721,547 shares worth $202M. The position accounts for 0.05% of the portfolio, ranked #359.

Envestnet Asset Management first reported a position in CGCB in Q4 2023 and has held it in 11 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Envestnet Asset Management held 7,721,547 shares of Capital Group Core Bond ETF worth $202M as of Q2 2026.
  • Envestnet Asset Management bought 841,106 Capital Group Core Bond ETF shares in Q2 2026, an estimated $22.1M.
  • Capital Group Core Bond ETF made up 0.05% of Envestnet Asset Management's portfolio in Q2 2026, its #359 holding.
  • Envestnet Asset Management first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.