Morgan Stanley
CGCB icon

Morgan Stanley’s Capital Group Core Bond ETF CGCB Stock Holding History

Morgan Stanley’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 		$239M Buy
9,125,699
+96,782
+1% +$2.54M 0.01% 911
2026
Q1 		$237M Buy
9,028,917
+1,277,040
+16% +$33.9M 0.01% 858
2025
Q4 		$206M Buy
7,751,877
+902,837
+13% +$24.1M 0.01% 927
2025
Q3 		$182M Buy
6,849,040
+835,936
+14% +$22.1M 0.01% 990
2025
Q2 		$158M Buy
6,013,104
+462,681
+8% +$12.1M 0.01% 1009
2025
Q1 		$146M Buy
5,550,423
+1,717,652
+45% +$44.7M 0.01% 1007
2024
Q4 		$98.8M Buy
3,832,771
+915,722
+31% +$24M 0.01% 1255
2024
Q3 		$78.6M Buy
2,917,049
+882,075
+43% +$23.5M 0.01% 1428
2024
Q2 		$52.5M Buy
2,034,974
+1,327,571
+188% +$34.1M ﹤0.01% 1716
2024
Q1 		$18.4M Buy
+707,403
New +$18.4M ﹤0.01% 2788

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
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

Morgan Stanley's CGCB Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group Core Bond ETF (CGCB) stake by 1.1% in Q2 2026, buying an estimated $2.54M and bringing the position to 9,125,699 shares worth $239M. The position accounts for 0.01% of the portfolio, ranked #911.

Morgan Stanley 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.

  • Morgan Stanley held 9,125,699 shares of Capital Group Core Bond ETF worth $239M as of Q2 2026.
  • Morgan Stanley bought 96,782 Capital Group Core Bond ETF shares in Q2 2026, an estimated $2.54M.
  • Capital Group Core Bond ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #911 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.