Jones Financial Companies
CGCB icon

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
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

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Morgan Stanley
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return