Jones Financial Companies’s Capital Group Core Bond ETF CGCB Stock Holding History

Jones Financial Companies’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	$43.4M	Buy	1,646,144 +407,452	+33%	+$10.7M	0.02%	445
2026 Q1	$32.4M	Buy	1,238,692 +423,916	+52%	+$11.3M	0.02%	458
2025 Q4	$21.6M	Buy	814,776 +272,624	+50%	+$7.27M	0.01%	307
2025 Q3	$14.4M	Buy	542,152 +194,824	+56%	+$5.14M	0.01%	345
2025 Q2	$9.1M	Buy	347,328 +137,028	+65%	+$3.57M	0.01%	375
2025 Q1	$5.52M	Buy	210,300 +110,968	+112%	+$2.89M	﹤0.01%	404
2024 Q4	$2.56M	Buy	99,332 +66,013	+198%	+$1.73M	﹤0.01%	498
2024 Q3	$900K	Buy	+33,319	New	+$887K	﹤0.01%	635

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 22.9% 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

Jones Financial Companies's CGCB Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Group Core Bond ETF (CGCB) stake by 33% in Q2 2026, buying an estimated $10.7M and bringing the position to 1,646,144 shares worth $43.4M. The position accounts for 0.02% of the portfolio, ranked #445.

Jones Financial Companies 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.

Jones Financial Companies held 1,646,144 shares of Capital Group Core Bond ETF worth $43.4M as of Q2 2026.
Jones Financial Companies bought 407,452 Capital Group Core Bond ETF shares in Q2 2026, an estimated $10.7M.
Capital Group Core Bond ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #445 holding.
Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.