Janney Montgomery Scott
CGCB icon

Janney Montgomery Scott’s Capital Group Core Bond ETF CGCB Stock Holding History

Janney Montgomery Scott’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 		$12.6M Buy
480,977
+197,248
+70% +$5.18M 0.02% 598
2026
Q1 		$7.45M Buy
283,729
+127,804
+82% +$3.39M 0.02% 692
2025
Q4 		$4.13M Buy
155,925
+76,091
+95% +$2.03M 0.01% 981
2025
Q3 		$2.12M Buy
79,834
+49,519
+163% +$1.31M 0.01% 1287
2025
Q2 		$797K Buy
30,315
+12,892
+74% +$336K ﹤0.01% 1734
2025
Q1 		$458K Buy
17,423
+541
+3% +$14.1K ﹤0.01% 2041
2024
Q4 		$435K Buy
16,882
+7,869
+87% +$207K ﹤0.01% 2082
2024
Q3 		$243K Buy
+9,013
New +$240K ﹤0.01% 2415

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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Janney Montgomery Scott's CGCB Position: Q2 2026 in Review

Janney Montgomery Scott increased its Capital Group Core Bond ETF (CGCB) stake by 70% in Q2 2026, buying an estimated $5.18M and bringing the position to 480,977 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #598.

Janney Montgomery Scott first reported a position in CGCB in Q3 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Janney Montgomery Scott held 480,977 shares of Capital Group Core Bond ETF worth $12.6M as of Q2 2026.
  • Janney Montgomery Scott bought 197,248 Capital Group Core Bond ETF shares in Q2 2026, an estimated $5.18M.
  • Capital Group Core Bond ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #598 holding.
  • Janney Montgomery Scott first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.