LPL Financial
CGCB icon

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

LPL Financial’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 		$860M Buy
32,832,622
+4,413,497
+16% +$116M 0.19% 105
2026
Q1 		$746M Buy
28,419,125
+6,159,437
+28% +$164M 0.2% 110
2025
Q4 		$590M Buy
22,259,688
+5,195,824
+30% +$138M 0.16% 127
2025
Q3 		$454M Buy
17,063,864
+4,767,582
+39% +$126M 0.13% 149
2025
Q2 		$323M Buy
12,296,282
+2,916,305
+31% +$76M 0.11% 179
2025
Q1 		$247M Buy
9,379,977
+4,087,439
+77% +$106M 0.1% 203
2024
Q4 		$136M Buy
5,292,538
+3,685,336
+229% +$96.7M 0.06% 303
2024
Q3 		$43.3M Buy
1,607,202
+1,383,880
+620% +$36.8M 0.02% 678
2024
Q2 		$5.77M Buy
223,322
+104,405
+88% +$2.68M ﹤0.01% 1747
2024
Q1 		$3.09M Buy
+118,917
New +$3.1M ﹤0.01% 2154

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LPL Financial's CGCB Position: Q2 2026 in Review

LPL Financial increased its Capital Group Core Bond ETF (CGCB) stake by 16% in Q2 2026, buying an estimated $116M and bringing the position to 32,832,622 shares worth $860M. The position accounts for 0.19% of the portfolio, ranked #105.

LPL Financial first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • LPL Financial held 32,832,622 shares of Capital Group Core Bond ETF worth $860M as of Q2 2026.
  • LPL Financial bought 4,413,497 Capital Group Core Bond ETF shares in Q2 2026, an estimated $116M.
  • Capital Group Core Bond ETF made up 0.19% of LPL Financial's portfolio in Q2 2026, its #105 holding.
  • LPL Financial first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.