NA
CGCB icon

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

NewEdge 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 		$30.9M Buy
1,175,481
+73,215
+7% +$1.94M 0.11% 186
2025
Q4 		$29.2M Buy
1,102,266
+241,736
+28% +$6.44M 0.11% 186
2025
Q3 		$22.9M Buy
860,530
+689,569
+403% +$18.2M 0.1% 195
2025
Q2 		$4.5M Buy
170,961
+40,721
+31% +$1.06M 0.02% 609
2025
Q1 		$3.42M Buy
130,240
+39,354
+43% +$1.02M 0.02% 640
2024
Q4 		$2.34M Buy
90,886
+87,338
+2,462% +$2.29M 0.01% 769
2024
Q3 		$95.6K Buy
3,548
+2,233
+170% +$59.4K ﹤0.01% 2207
2024
Q2 		$34K Hold
1,315
– – ﹤0.01% 2465
2024
Q1 		$34.2K Buy
+1,315
New +$34.3K ﹤0.01% 2433

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 $424B AUM 22.94% 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 $11B AUM 18.22% 1-Year Est. Return

NewEdge Advisors's CGCB Position: Q1 2026 in Review

NewEdge Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 6.6% in Q1 2026, buying an estimated $1.94M and bringing the position to 1,175,481 shares worth $30.9M. The position accounts for 0.11% of the portfolio, ranked #186.

NewEdge Advisors first reported a position in CGCB in Q1 2024 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • NewEdge Advisors held 1,175,481 shares of Capital Group Core Bond ETF worth $30.9M as of Q1 2026.
  • NewEdge Advisors bought 73,215 Capital Group Core Bond ETF shares in Q1 2026, an estimated $1.94M.
  • Capital Group Core Bond ETF made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #186 holding.
  • NewEdge Advisors first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.