Northwestern Mutual Wealth Management
CGCB icon

Northwestern Mutual Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Northwestern Mutual Wealth Management’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 		$141M Buy
5,374,335
+1,484,379
+38% +$39.4M 0.09% 119
2025
Q4 		$103M Buy
3,889,956
+98,583
+3% +$2.63M 0.07% 151
2025
Q3 		$101M Buy
3,791,373
+286,834
+8% +$7.57M 0.07% 148
2025
Q2 		$92.2M Buy
3,504,539
+850,441
+32% +$22.2M 0.07% 140
2025
Q1 		$69.7M Buy
2,654,098
+1,062,229
+67% +$27.6M 0.06% 159
2024
Q4 		$41.1M Buy
1,591,869
+914,712
+135% +$24M 0.03% 237
2024
Q3 		$18.2M Buy
+677,157
New +$18M 0.02% 332

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 $374B AUM 17.66% 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 $10.1B AUM 14.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's CGCB Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 38% in Q1 2026, buying an estimated $39.4M and bringing the position to 5,374,335 shares worth $141M. The position accounts for 0.09% of the portfolio, ranked #119.

Northwestern Mutual Wealth Management first reported a position in CGCB in Q3 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Northwestern Mutual Wealth Management held 5,374,335 shares of Capital Group Core Bond ETF worth $141M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 1,484,379 Capital Group Core Bond ETF shares in Q1 2026, an estimated $39.4M.
  • Capital Group Core Bond ETF made up 0.09% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Northwestern Mutual Wealth Management first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.