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

HighTower 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
2026 Q2	$2.86M	Sell	109,131 -2,749	-2%	-$72.1K	﹤0.01%	1556
2026 Q1	$2.94M	Sell	111,880 -9,135	-8%	-$243K	﹤0.01%	1497
2025 Q4	$3.21M	Buy	121,015 +75,127	+164%	+$2M	﹤0.01%	1413
2025 Q3	$1.22M	Buy	45,888 +7,907	+21%	+$209K	﹤0.01%	1963
2025 Q2	$999K	Buy	+37,981	New	+$990K	﹤0.01%	2013

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

HighTower Advisors's CGCB Position: Q2 2026 in Review

HighTower Advisors reduced its Capital Group Core Bond ETF (CGCB) stake by 2.5% in Q2 2026, selling an estimated $72.1K and leaving 109,131 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

HighTower Advisors first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q4 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

HighTower Advisors held 109,131 shares of Capital Group Core Bond ETF worth $2.86M as of Q2 2026.
HighTower Advisors sold 2,749 Capital Group Core Bond ETF shares in Q2 2026, an estimated $72.1K.
Capital Group Core Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1556 holding.
HighTower Advisors first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
HighTower Advisors's Capital Group Core Bond ETF position peaked at $3.21M in Q4 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.