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Herold Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Herold Advisors’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
2025
Q3 		– Sell
-8,679
Closed -$228K – 258
2025
Q2 		$228K Buy
+8,679
New +$226K 0.05% 278

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Herold Advisors's CGCB Position: Q3 2025 in Review

Herold Advisors sold out of Capital Group Core Bond ETF (CGCB) in Q3 2025, closing a stake of 8,679 shares — an estimated $228K sold.

Herold Advisors first reported a position in CGCB in Q2 2025 and held it in 1 quarter. The position peaked at $228K in Q2 2025. 199 funds tracked by Wall St. Rank hold CGCB as of Q3 2025.

  • Herold Advisors reported no remaining Capital Group Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 8,679 Capital Group Core Bond ETF shares in Q3 2025, an estimated $228K.
  • Herold Advisors first reported a position in Capital Group Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • Herold Advisors's Capital Group Core Bond ETF position peaked at $228K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.