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Harbor Investment Advisory’s Capital Group Core Bond ETF CGCB Stock Holding History

Harbor Investment Advisory’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 		$687K Hold
26,233
– – 0.05% 254
2026
Q1 		$689K Buy
26,233
+5,834
+29% +$155K 0.05% 243
2025
Q4 		$541K Hold
20,399
– – 0.04% 271
2025
Q3 		$542K Buy
20,399
+4,186
+26% +$110K 0.04% 267
2025
Q2 		$426K Buy
16,213
+1,923
+13% +$50.1K 0.04% 283
2025
Q1 		$376K Sell
14,290
-1,970
-12% -$51.3K 0.04% 285
2024
Q4 		$419K Buy
16,260
+13,945
+602% +$366K 0.04% 255
2024
Q3 		$62.4K Hold
2,315
– – 0.01% 553
2024
Q2 		$59.8K Buy
2,315
+388
+20% +$9.97K 0.01% 549
2024
Q1 		$50.1K Buy
+1,927
New +$50.2K 0.01% 579

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Harbor Investment Advisory's CGCB Position: Q2 2026 in Review

Harbor Investment Advisory held its Capital Group Core Bond ETF (CGCB) position steady in Q2 2026 at 26,233 shares worth $687K. The position accounts for 0.05% of the portfolio, ranked #254.

Harbor Investment Advisory first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $689K in Q1 2026. 168 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Harbor Investment Advisory held 26,233 shares of Capital Group Core Bond ETF worth $687K as of Q2 2026.
  • Harbor Investment Advisory left its Capital Group Core Bond ETF share count unchanged in Q2 2026.
  • Capital Group Core Bond ETF made up 0.05% of Harbor Investment Advisory's portfolio in Q2 2026, its #254 holding.
  • Harbor Investment Advisory first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Harbor Investment Advisory's Capital Group Core Bond ETF position peaked at $689K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.