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 Q2	$40M	Buy	1,527,732 +352,251	+30%	+$9.24M	0.12%	174
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

NewEdge Advisors's CGCB Position: Q2 2026 in Review

NewEdge Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 30% in Q2 2026, buying an estimated $9.24M and bringing the position to 1,527,732 shares worth $40M. The position accounts for 0.12% of the portfolio, ranked #174.

NewEdge Advisors 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.

NewEdge Advisors held 1,527,732 shares of Capital Group Core Bond ETF worth $40M as of Q2 2026.
NewEdge Advisors bought 352,251 Capital Group Core Bond ETF shares in Q2 2026, an estimated $9.24M.
Capital Group Core Bond ETF made up 0.12% of NewEdge Advisors's portfolio in Q2 2026, its #174 holding.
NewEdge Advisors 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.