FP
CGCB icon

Financial Perspectives’s Capital Group Core Bond ETF CGCB Stock Holding History

Financial Perspectives’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
Q1 		$576K Buy
21,944
+892
+4% +$23.7K 0.16% 81
2025
Q4 		$558K Buy
21,052
+7,262
+53% +$194K 0.15% 88
2025
Q3 		$367K Buy
13,790
+7,786
+130% +$205K 0.1% 114
2025
Q2 		$158K Buy
6,004
+904
+18% +$23.6K 0.05% 170
2025
Q1 		$134K Buy
5,100
+22
+0.4% +$572 0.05% 179
2024
Q4 		$131K Buy
5,078
+27
+0.5% +$709 0.04% 187
2024
Q3 		$136K Buy
5,051
+2,813
+126% +$74.9K 0.05% 177
2024
Q2 		$57.8K Buy
2,238
+27
+1% +$694 0.02% 264
2024
Q1 		$57.5K Buy
+2,211
New +$57.6K 0.02% 267

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Financial Perspectives's CGCB Position: Q1 2026 in Review

Financial Perspectives increased its Capital Group Core Bond ETF (CGCB) stake by 4.2% in Q1 2026, buying an estimated $23.7K and bringing the position to 21,944 shares worth $576K. The position accounts for 0.16% of the portfolio, ranked #81.

Financial Perspectives first reported a position in CGCB in Q1 2024 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Financial Perspectives held 21,944 shares of Capital Group Core Bond ETF worth $576K as of Q1 2026.
  • Financial Perspectives bought 892 Capital Group Core Bond ETF shares in Q1 2026, an estimated $23.7K.
  • Capital Group Core Bond ETF made up 0.16% of Financial Perspectives's portfolio in Q1 2026, its #81 holding.
  • Financial Perspectives first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.