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Private Advisor Group’s Capital Group Core Bond ETF CGCB Stock Holding History

Private Advisor Group’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 		$17.5M Buy
666,929
+69,335
+12% +$1.82M 0.08% 261
2026
Q1 		$15.7M Buy
597,594
+39,598
+7% +$1.05M 0.07% 285
2025
Q4 		$14.8M Buy
557,996
+180,045
+48% +$4.8M 0.07% 291
2025
Q3 		$10M Sell
377,951
-28,807
-7% -$760K 0.05% 381
2025
Q2 		$10.7M Sell
406,758
-33,152
-8% -$864K 0.06% 340
2025
Q1 		$11.6M Sell
439,910
-330,666
-43% -$8.6M 0.07% 299
2024
Q4 		$19.9M Buy
770,576
+611,522
+384% +$16M 0.11% 169
2024
Q3 		$4.29M Buy
159,054
+128,226
+416% +$3.41M 0.03% 590
2024
Q2 		$796K Buy
30,828
+11,417
+59% +$293K 0.01% 1311
2024
Q1 		$505K Buy
+19,411
New +$506K ﹤0.01% 1514

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

Private Advisor Group's CGCB Position: Q2 2026 in Review

Private Advisor Group increased its Capital Group Core Bond ETF (CGCB) stake by 12% in Q2 2026, buying an estimated $1.82M and bringing the position to 666,929 shares worth $17.5M. The position accounts for 0.08% of the portfolio, ranked #261.

Private Advisor Group first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.9M in Q4 2024. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Private Advisor Group held 666,929 shares of Capital Group Core Bond ETF worth $17.5M as of Q2 2026.
  • Private Advisor Group bought 69,335 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.82M.
  • Capital Group Core Bond ETF made up 0.08% of Private Advisor Group's portfolio in Q2 2026, its #261 holding.
  • Private Advisor Group first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Private Advisor Group's Capital Group Core Bond ETF position peaked at $19.9M in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.