SN
CGCB icon

Sittner & Nelson’s Capital Group Core Bond ETF CGCB Stock Holding History

Sittner & Nelson’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 		$3.58M Buy
136,645
+46,288
+51% +$1.21M 1.13% 20
2026
Q1 		$2.37M Buy
90,357
+63,983
+243% +$1.7M 0.87% 27
2025
Q4 		$701K Buy
+26,374
New +$703K 0.25% 74

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

Sittner & Nelson's CGCB Position: Q2 2026 in Review

Sittner & Nelson increased its Capital Group Core Bond ETF (CGCB) stake by 51% in Q2 2026, buying an estimated $1.21M and bringing the position to 136,645 shares worth $3.58M. The position accounts for 1.13% of the portfolio, ranked #20.

Sittner & Nelson first reported a position in CGCB in Q4 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Sittner & Nelson held 136,645 shares of Capital Group Core Bond ETF worth $3.58M as of Q2 2026.
  • Sittner & Nelson bought 46,288 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.21M.
  • Capital Group Core Bond ETF made up 1.13% of Sittner & Nelson's portfolio in Q2 2026, its #20 holding.
  • Sittner & Nelson first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.