Envestnet Portfolio Solutions’s Capital Group Core Bond ETF CGCB Stock Holding History

Envestnet Portfolio 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	$3.52M	Buy	134,619 +16,455	+14%	+$432K	0.02%	396
2026 Q1	$3.1M	Sell	118,164 -12,825	-10%	-$341K	0.02%	375
2025 Q4	$3.47M	Buy	130,989 +21,853	+20%	+$582K	0.01%	436
2025 Q3	$2.9M	Buy	109,136 +11,772	+12%	+$311K	0.01%	451
2025 Q2	$2.56M	Sell	97,364 -29,070	-23%	-$758K	0.01%	497
2025 Q1	$3.32M	Buy	126,434 +36,121	+40%	+$940K	0.01%	464
2024 Q4	$2.33M	Buy	90,313 +10,073	+13%	+$264K	0.01%	613
2024 Q3	$2.16M	Buy	80,240 +32,507	+68%	+$865K	0.01%	633
2024 Q2	$1.23M	Buy	+47,733	New	+$1.23M	﹤0.01%	791

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

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

Envestnet Portfolio Solutions's CGCB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Core Bond ETF (CGCB) stake by 14% in Q2 2026, buying an estimated $432K and bringing the position to 134,619 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #396.

Envestnet Portfolio Solutions first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Envestnet Portfolio Solutions held 134,619 shares of Capital Group Core Bond ETF worth $3.52M as of Q2 2026.
Envestnet Portfolio Solutions bought 16,455 Capital Group Core Bond ETF shares in Q2 2026, an estimated $432K.
Capital Group Core Bond ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #396 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.