MML Investors Services
CGCB icon

MML Investors Services’s Capital Group Core Bond ETF CGCB Stock Holding History

MML Investors Services’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 		$41.2M Buy
1,570,255
+240,308
+18% +$6.38M 0.11% 175
2025
Q4 		$35.3M Buy
1,329,947
+209,445
+19% +$5.58M 0.09% 229
2025
Q3 		$29.8M Buy
1,120,502
+75,831
+7% +$2M 0.08% 239
2025
Q2 		$27.5M Buy
1,044,671
+350,250
+50% +$9.13M 0.08% 245
2025
Q1 		$18.2M Buy
694,421
+101,810
+17% +$2.65M 0.06% 319
2024
Q4 		$15.3M Buy
592,611
+188,876
+47% +$4.96M 0.05% 344
2024
Q3 		$10.9M Buy
403,735
+66,610
+20% +$1.77M 0.04% 403
2024
Q2 		$8.71M Buy
337,125
+149,573
+80% +$3.84M 0.04% 442
2024
Q1 		$4.88M Buy
187,552
+35,725
+24% +$931K 0.02% 649
2023
Q4 		$4.01M Buy
+151,827
New +$3.85M 0.02% 699

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

MML Investors Services's CGCB Position: Q1 2026 in Review

MML Investors Services increased its Capital Group Core Bond ETF (CGCB) stake by 18% in Q1 2026, buying an estimated $6.38M and bringing the position to 1,570,255 shares worth $41.2M. The position accounts for 0.11% of the portfolio, ranked #175.

MML Investors Services first reported a position in CGCB in Q4 2023 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • MML Investors Services held 1,570,255 shares of Capital Group Core Bond ETF worth $41.2M as of Q1 2026.
  • MML Investors Services bought 240,308 Capital Group Core Bond ETF shares in Q1 2026, an estimated $6.38M.
  • Capital Group Core Bond ETF made up 0.11% of MML Investors Services's portfolio in Q1 2026, its #175 holding.
  • MML Investors Services first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.