Spinnaker Investment Group’s Capital Group Core Bond ETF CGCB Stock Holding History

Spinnaker Investment Group’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	$30.4M	Buy	1,160,847 +192,727	+20%	+$5.06M	4.87%	5
2026 Q1	$25.4M	Sell	968,120 -30,831	-3%	-$819K	5.18%	6
2025 Q4	$26.5M	Buy	998,951 +45,444	+5%	+$1.21M	4.8%	7
2025 Q3	$25.3M	Buy	953,507 +179,883	+23%	+$4.75M	4.76%	7
2025 Q2	$20.3M	Buy	773,624 +75,296	+11%	+$1.96M	4.78%	8
2025 Q1	$18.4M	Buy	698,328 +605,971	+656%	+$15.8M	4.15%	8
2024 Q4	$2.38M	Buy	+92,357	New	+$2.42M	0.57%	17

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

Spinnaker Investment Group's CGCB Position: Q2 2026 in Review

Spinnaker Investment Group increased its Capital Group Core Bond ETF (CGCB) stake by 20% in Q2 2026, buying an estimated $5.06M and bringing the position to 1,160,847 shares worth $30.4M. The position accounts for 4.87% of the portfolio, ranked #5.

Spinnaker Investment Group first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Spinnaker Investment Group held 1,160,847 shares of Capital Group Core Bond ETF worth $30.4M as of Q2 2026.
Spinnaker Investment Group bought 192,727 Capital Group Core Bond ETF shares in Q2 2026, an estimated $5.06M.
Capital Group Core Bond ETF made up 4.87% of Spinnaker Investment Group's portfolio in Q2 2026, its #5 holding.
Spinnaker Investment Group first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.