MA
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Mutual Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Mutual Advisors’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 		$2.8M Buy
106,724
+106
+0.1% +$2.81K 0.06% 302
2025
Q4 		$2.83M Buy
106,618
+1,782
+2% +$47.5K 0.06% 285
2025
Q3 		$2.81M Buy
104,836
+1,769
+2% +$46.7K 0.06% 283
2025
Q2 		$2.7M Buy
103,067
+24,972
+32% +$651K 0.07% 262
2025
Q1 		$2.05M Buy
78,095
+9,395
+14% +$244K 0.06% 279
2024
Q4 		$1.77M Sell
68,700
-6,488
-9% -$170K 0.05% 309
2024
Q3 		$1.99M Sell
75,188
-17,534
-19% -$467K 0.06% 280
2024
Q2 		$2.44M Sell
92,722
-8,180
-8% -$210K 0.07% 240
2024
Q1 		$2.62M Sell
100,902
-83,782
-45% -$2.18M 0.08% 217
2023
Q4 		$4.88M Buy
+184,684
New +$4.68M 0.17% 127

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 $376B 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 $501B 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