PCS
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Private Client Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Private Client Services’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 		$284K Hold
10,858
– – 0.07% 182
2026
Q1 		$285K Hold
10,858
– – 0.09% 169
2025
Q4 		$288K Hold
10,858
– – 0.09% 149
2025
Q3 		$289K Buy
+10,858
New +$286K 0.1% 150

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 Client Services's CGCB Position: Q2 2026 in Review

Private Client Services held its Capital Group Core Bond ETF (CGCB) position steady in Q2 2026 at 10,858 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #182.

Private Client Services first reported a position in CGCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $289K in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Private Client Services held 10,858 shares of Capital Group Core Bond ETF worth $284K as of Q2 2026.
  • Private Client Services left its Capital Group Core Bond ETF share count unchanged in Q2 2026.
  • Capital Group Core Bond ETF made up 0.07% of Private Client Services's portfolio in Q2 2026, its #182 holding.
  • Private Client Services first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Client Services's Capital Group Core Bond ETF position peaked at $289K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.