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

NBC 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
-365
Closed -$9K – 2793
2025
Q2 		$9K Hold
365
– – ﹤0.01% 1970
2025
Q1 		$9K Buy
+365
New +$9.5K ﹤0.01% 1745
2024
Q4 		– Sell
-326
Closed -$8K – 1392
2024
Q3 		$8K Buy
326
+105
+48% +$2.79K ﹤0.01% 1787
2024
Q2 		$5K Buy
+221
New +$5.68K ﹤0.01% 1835

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

NBC Securities's CGCB Position: Q3 2025 in Review

NBC Securities sold out of Capital Group Core Bond ETF (CGCB) in Q3 2025, closing a stake of 365 shares — an estimated $9K sold.

NBC Securities first reported a position in CGCB in Q2 2024 and held it in 4 quarters. The position peaked at $9K in Q2 2025. 199 funds tracked by Wall St. Rank hold CGCB as of Q3 2025.

  • NBC Securities reported no remaining Capital Group Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NBC Securities sold 365 Capital Group Core Bond ETF shares in Q3 2025, an estimated $9K.
  • NBC Securities first reported a position in Capital Group Core Bond ETF in Q2 2024 and held it in 4 quarters.
  • NBC Securities's Capital Group Core Bond ETF position peaked at $9K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2025.

Based on NBC Securities's 13F filing for Q3 2025, filed 14 Nov 2025.