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

Greenbush Financial Group’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	$15.2M	Buy	582,238 +51,496	+10%	+$1.35M	4.48%	8
2026 Q1	$13.9M	Buy	530,742 +89,928	+20%	+$2.39M	4.61%	8
2025 Q4	$11.7M	Buy	440,814 +55,448	+14%	+$1.48M	3.98%	10
2025 Q3	$10.2M	Buy	385,366 +33,852	+10%	+$893K	3.93%	10
2025 Q2	$9.24M	Buy	351,514 +23,991	+7%	+$625K	4.03%	9
2025 Q1	$8.61M	Buy	327,523 +13,964	+4%	+$363K	4.28%	9
2024 Q4	$8.09M	Buy	+313,559	New	+$8.23M	4.26%	8

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

Greenbush Financial Group's CGCB Position: Q2 2026 in Review

Greenbush Financial Group increased its Capital Group Core Bond ETF (CGCB) stake by 9.7% in Q2 2026, buying an estimated $1.35M and bringing the position to 582,238 shares worth $15.2M. The position accounts for 4.48% of the portfolio, ranked #8.

Greenbush Financial Group first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Greenbush Financial Group held 582,238 shares of Capital Group Core Bond ETF worth $15.2M as of Q2 2026.
Greenbush Financial Group bought 51,496 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.35M.
Capital Group Core Bond ETF made up 4.48% of Greenbush Financial Group's portfolio in Q2 2026, its #8 holding.
Greenbush Financial Group first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.