Sigma Planning Corp’s Capital Group Core Bond ETF CGCB Stock Holding History

Sigma Planning Corp’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 Q3	$703K	Buy	28,149 +849	+3%	+$21.9K	0.02%	703
2026 Q2	$715K	Buy	27,300 +871	+3%	+$22.9K	0.02%	739
2026 Q1	$694K	Buy	26,429 +366	+1%	+$9.7K	0.02%	715
2025 Q4	$691K	Buy	26,063 +567	+2%	+$15.1K	0.02%	675
2025 Q3	$678K	Sell	25,496 -2,573	-9%	-$67.9K	0.02%	693
2025 Q2	$738K	Sell	28,069 -1	-0%	-$26	0.02%	620
2025 Q1	$738K	Sell	28,070 -479	-2%	-$12.5K	0.02%	588
2024 Q4	$736K	Buy	28,549 +1,436	+5%	+$37.7K	0.02%	593
2024 Q3	$731K	Buy	27,113 +1,018	+4%	+$27.1K	0.02%	602
2024 Q2	$674K	Sell	26,095 -242	-0.9%	-$6.22K	0.02%	609
2024 Q1	$685K	Buy	+26,337	New	+$687K	0.02%	643

Other funds holding CGCB

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sigma Planning Corp's CGCB Position: Q3 2026 in Review

Sigma Planning Corp increased its Capital Group Core Bond ETF (CGCB) stake by 3.1% in Q3 2026, buying an estimated $21.9K and bringing the position to 28,149 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #703.

Sigma Planning Corp first reported a position in CGCB in Q1 2024 and has held it in 11 quarters since. The position peaked at $738K in Q2 2025. 74 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Sigma Planning Corp held 28,149 shares of Capital Group Core Bond ETF worth $703K as of Q3 2026.
Sigma Planning Corp bought 849 Capital Group Core Bond ETF shares in Q3 2026, an estimated $21.9K.
Capital Group Core Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #703 holding.
Sigma Planning Corp first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 11 quarters since.
Sigma Planning Corp's Capital Group Core Bond ETF position peaked at $738K in Q2 2025.
74 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.