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M Holdings Securities’s Capital Group Core Bond ETF CGCB Stock Holding History

M Holdings Securities’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
2025
Q3 		– Sell
-24,124
Closed -$632K – 101
2025
Q2 		$632K Buy
+24,124
New +$629K 0.11% 121

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
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

M Holdings Securities's CGCB Position: Q3 2025 in Review

M Holdings Securities sold out of Capital Group Core Bond ETF (CGCB) in Q3 2025, closing a stake of 24,124 shares — an estimated $632K sold.

M Holdings Securities first reported a position in CGCB in Q2 2025 and held it in 1 quarter. The position peaked at $632K in Q2 2025. 199 funds tracked by Wall St. Rank hold CGCB as of Q3 2025.

  • M Holdings Securities reported no remaining Capital Group Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 24,124 Capital Group Core Bond ETF shares in Q3 2025, an estimated $632K.
  • M Holdings Securities first reported a position in Capital Group Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • M Holdings Securities's Capital Group Core Bond ETF position peaked at $632K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.