Steward Partners Investment Advisory’s Capital Group Core Bond ETF CGCB Stock Holding History

Steward Partners Investment Advisory’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	$14.5M	Buy	552,406 +17,017	+3%	+$446K	0.07%	264
2026 Q1	$14.1M	Buy	535,389 +23,267	+5%	+$618K	0.07%	259
2025 Q4	$13.6M	Buy	512,122 +30,591	+6%	+$815K	0.07%	236
2025 Q3	$12.8M	Buy	481,531 +472,616	+5,301%	+$12.5M	0.07%	232
2025 Q2	$234K	Buy	8,915 +7,210	+423%	+$188K	﹤0.01%	1684
2025 Q1	$44.8K	Buy	1,705 +300	+21%	+$7.81K	﹤0.01%	2440
2024 Q4	$36.2K	Hold	1,405	–	–	﹤0.01%	2510
2024 Q3	$37.9K	Buy	1,405 +510	+57%	+$13.6K	﹤0.01%	2372
2024 Q2	$23.1K	Hold	895	–	–	﹤0.01%	2461
2024 Q1	$23.3K	Buy	895 +96	+12%	+$2.5K	﹤0.01%	2455
2023 Q4	$21.1K	Buy	+799	New	+$20.3K	﹤0.01%	2384

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 22.9% 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

Steward Partners Investment Advisory's CGCB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Core Bond ETF (CGCB) stake by 3.2% in Q2 2026, buying an estimated $446K and bringing the position to 552,406 shares worth $14.5M. The position accounts for 0.07% of the portfolio, ranked #264.

Steward Partners Investment Advisory first reported a position in CGCB in Q4 2023 and has held it in 11 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Steward Partners Investment Advisory held 552,406 shares of Capital Group Core Bond ETF worth $14.5M as of Q2 2026.
Steward Partners Investment Advisory bought 17,017 Capital Group Core Bond ETF shares in Q2 2026, an estimated $446K.
Capital Group Core Bond ETF made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #264 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.