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Signature Estate & Investment Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Signature Estate & Investment Advisors’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 		$4.26M Sell
162,537
-13,562
-8% -$356K 0.08% 115
2026
Q1 		$4.62M Sell
176,099
-7,384
-4% -$196K 0.09% 104
2025
Q4 		$4.87M Buy
183,483
+26,647
+17% +$710K 0.1% 101
2025
Q3 		$4.17M Sell
156,836
-1,364
-0.9% -$36K 0.09% 103
2025
Q2 		$4.16M Sell
158,200
-9,650
-6% -$252K 0.1% 99
2025
Q1 		$4.41M Sell
167,850
-2,498
-1% -$65K 0.12% 93
2024
Q4 		$4.39M Buy
+170,348
New +$4.47M 0.11% 79

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Signature Estate & Investment Advisors's CGCB Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Capital Group Core Bond ETF (CGCB) stake by 7.7% in Q2 2026, selling an estimated $356K and leaving 162,537 shares worth $4.26M. The position accounts for 0.08% of the portfolio, ranked #115.

Signature Estate & Investment Advisors first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.87M in Q4 2025. 168 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Signature Estate & Investment Advisors held 162,537 shares of Capital Group Core Bond ETF worth $4.26M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 13,562 Capital Group Core Bond ETF shares in Q2 2026, an estimated $356K.
  • Capital Group Core Bond ETF made up 0.08% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Signature Estate & Investment Advisors first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Signature Estate & Investment Advisors's Capital Group Core Bond ETF position peaked at $4.87M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.