Smartleaf Asset Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Smartleaf Asset Management’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 Q1	$9.06M	Buy	345,851 +21,127	+7%	+$561K	0.33%	61
2025 Q4	$8.63M	Sell	324,724 -24,928	-7%	-$664K	0.33%	57
2025 Q3	$9.29M	Buy	349,652 +67,424	+24%	+$1.78M	0.57%	29
2025 Q2	$7.39M	Buy	282,228 +25,767	+10%	+$672K	0.65%	27
2025 Q1	$6.73M	Buy	256,461 +101,997	+66%	+$2.65M	0.65%	27
2024 Q4	$3.99M	Buy	154,464 +26,430	+21%	+$694K	0.41%	44
2024 Q3	$3.46M	Buy	+128,034	New	+$3.41M	0.42%	50

Other funds holding CGCB

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Smartleaf Asset Management's CGCB Position: Q1 2026 in Review

Smartleaf Asset Management increased its Capital Group Core Bond ETF (CGCB) stake by 6.5% in Q1 2026, buying an estimated $561K and bringing the position to 345,851 shares worth $9.06M. The position accounts for 0.33% of the portfolio, ranked #61.

Smartleaf Asset Management first reported a position in CGCB in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.29M in Q3 2025. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

Smartleaf Asset Management held 345,851 shares of Capital Group Core Bond ETF worth $9.06M as of Q1 2026.
Smartleaf Asset Management bought 21,127 Capital Group Core Bond ETF shares in Q1 2026, an estimated $561K.
Capital Group Core Bond ETF made up 0.33% of Smartleaf Asset Management's portfolio in Q1 2026, its #61 holding.
Smartleaf Asset Management first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Capital Group Core Bond ETF position peaked at $9.29M in Q3 2025.
252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.