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IFC & Insurance Marketing’s Capital Group Core Bond ETF CGCB Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-407
Closed -$11K – 160
2025
Q4 		$11K Buy
+407
New +$10.8K 0.01% 374

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

IFC & Insurance Marketing's CGCB Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Capital Group Core Bond ETF (CGCB) in Q1 2026, closing a stake of 407 shares — an estimated $11K sold.

IFC & Insurance Marketing first reported a position in CGCB in Q4 2025 and held it in 1 quarter. The position peaked at $11K in Q4 2025. 253 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Capital Group Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 407 Capital Group Core Bond ETF shares in Q1 2026, an estimated $11K.
  • IFC & Insurance Marketing first reported a position in Capital Group Core Bond ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Capital Group Core Bond ETF position peaked at $11K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.