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FineMark National Bank & Trust’s Capital Group Core Bond ETF CGCB Stock Holding History

FineMark National Bank & Trust’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
2024
Q4 		– Sell
-9,819
Closed -$265K – 440
2024
Q3 		$265K Hold
9,819
– – 0.01% 363
2024
Q2 		$254K Buy
+9,819
New +$252K 0.01% 362

Other funds holding CGCB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FineMark National Bank & Trust's CGCB Position: Q4 2024 in Review

FineMark National Bank & Trust sold out of Capital Group Core Bond ETF (CGCB) in Q4 2024, closing a stake of 9,819 shares — an estimated $265K sold.

FineMark National Bank & Trust first reported a position in CGCB in Q2 2024 and held it in 2 quarters. The position peaked at $265K in Q3 2024. 138 funds tracked by Wall St. Rank hold CGCB as of Q4 2024.

  • FineMark National Bank & Trust reported no remaining Capital Group Core Bond ETF position as of Q4 2024 after selling out during the quarter.
  • FineMark National Bank & Trust sold 9,819 Capital Group Core Bond ETF shares in Q4 2024, an estimated $265K.
  • FineMark National Bank & Trust first reported a position in Capital Group Core Bond ETF in Q2 2024 and held it in 2 quarters.
  • FineMark National Bank & Trust's Capital Group Core Bond ETF position peaked at $265K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q4 2024.

Based on FineMark National Bank & Trust's 13F filing for Q4 2024, filed 11 Feb 2025.