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

Perennial Investment 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	$1.3M	Buy	49,717 +8,075	+19%	+$212K	0.09%	188
2026 Q1	$1.09M	Buy	41,642 +6,385	+18%	+$170K	0.09%	187
2025 Q4	$935K	Buy	35,257 +12,445	+55%	+$332K	0.07%	196
2025 Q3	$606K	Buy	22,812 +1,957	+9%	+$51.6K	0.05%	251
2025 Q2	$548K	Buy	20,855 +2,302	+12%	+$60K	0.05%	252
2025 Q1	$488K	Sell	18,553 -7,212	-28%	-$188K	0.05%	247
2024 Q4	$664K	Buy	+25,765	New	+$676K	0.08%	191

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 22.96% 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

Perennial Investment Advisors's CGCB Position: Q2 2026 in Review

Perennial Investment Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 19% in Q2 2026, buying an estimated $212K and bringing the position to 49,717 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #188.

Perennial Investment Advisors 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.

Perennial Investment Advisors held 49,717 shares of Capital Group Core Bond ETF worth $1.3M as of Q2 2026.
Perennial Investment Advisors bought 8,075 Capital Group Core Bond ETF shares in Q2 2026, an estimated $212K.
Capital Group Core Bond ETF made up 0.09% of Perennial Investment Advisors's portfolio in Q2 2026, its #188 holding.
Perennial Investment Advisors 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 Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.