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 Q2	$715K	Buy	27,300 +871	+3%	+$22.9K	0.02%	739
2026 Q1	$694K	Buy	26,429 +366	+1%	+$9.72K	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

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

Sigma Planning Corp's CGCB Position: Q2 2026 in Review

Sigma Planning Corp increased its Capital Group Core Bond ETF (CGCB) stake by 3.3% in Q2 2026, buying an estimated $22.9K and bringing the position to 27,300 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #739.

Sigma Planning Corp first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $738K in Q2 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Sigma Planning Corp held 27,300 shares of Capital Group Core Bond ETF worth $715K as of Q2 2026.
Sigma Planning Corp bought 871 Capital Group Core Bond ETF shares in Q2 2026, an estimated $22.9K.
Capital Group Core Bond ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #739 holding.
Sigma Planning Corp first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sigma Planning Corp's Capital Group Core Bond ETF position peaked at $738K in Q2 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.