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CGCB icon

&Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

&Partners’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 		$21.3M Buy
813,055
+83,041
+11% +$2.18M 0.09% 210
2026
Q1 		$19.2M Buy
730,014
+98,509
+16% +$2.62M 0.09% 201
2025
Q4 		$16.8M Buy
631,505
+262,077
+71% +$6.98M 0.09% 207
2025
Q3 		$9.86M Buy
369,428
+87,160
+31% +$2.3M 0.06% 263
2025
Q2 		$7.44M Buy
282,268
+81,012
+40% +$2.11M 0.06% 286
2025
Q1 		$5.3M Buy
201,256
+190,488
+1,769% +$4.96M 0.06% 285
2024
Q4 		$282K Buy
+10,768
New +$283K ﹤0.01% 1371

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

&Partners's CGCB Position: Q2 2026 in Review

&Partners increased its Capital Group Core Bond ETF (CGCB) stake by 11% in Q2 2026, buying an estimated $2.18M and bringing the position to 813,055 shares worth $21.3M. The position accounts for 0.09% of the portfolio, ranked #210.

&Partners first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • &Partners held 813,055 shares of Capital Group Core Bond ETF worth $21.3M as of Q2 2026.
  • &Partners bought 83,041 Capital Group Core Bond ETF shares in Q2 2026, an estimated $2.18M.
  • Capital Group Core Bond ETF made up 0.09% of &Partners's portfolio in Q2 2026, its #210 holding.
  • &Partners first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.