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Principal Securities’s Capital Group Core Bond ETF CGCB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,139
Closed -$30.3K – 1698
2025
Q3 		$30.3K Sell
1,139
-125
-10% -$3.3K ﹤0.01% 2218
2025
Q2 		$33.2K Buy
+1,264
New +$32.9K ﹤0.01% 2077

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 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Principal Securities's CGCB Position: Q4 2025 in Review

Principal Securities sold out of Capital Group Core Bond ETF (CGCB) in Q4 2025, closing a stake of 1,139 shares — an estimated $30.3K sold.

Principal Securities first reported a position in CGCB in Q2 2025 and held it in 2 quarters. The position peaked at $33.2K in Q2 2025. 238 funds tracked by Wall St. Rank hold CGCB as of Q4 2025.

  • Principal Securities reported no remaining Capital Group Core Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,139 Capital Group Core Bond ETF shares in Q4 2025, an estimated $30.3K.
  • Principal Securities first reported a position in Capital Group Core Bond ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Capital Group Core Bond ETF position peaked at $33.2K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.