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

Synergy Investment 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 Q2	$2.04M	Buy	77,995 +9,050	+13%	+$237K	0.49%	44
2026 Q1	$1.81M	Buy	68,945 +2,150	+3%	+$57.1K	0.59%	39
2025 Q4	$1.77M	Buy	66,795 +17,650	+36%	+$470K	0.63%	35
2025 Q3	$1.31M	Buy	+49,145	New	+$1.3M	0.5%	41
2025 Q2	–	Sell	-39,945	Closed	-$1.05M	–	146
2025 Q1	$1.05M	Buy	39,945 +27,950	+233%	+$727K	0.44%	45
2024 Q4	$309K	Buy	+11,995	New	+$315K	0.13%	89

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

Synergy Investment Management's CGCB Position: Q2 2026 in Review

Synergy Investment Management increased its Capital Group Core Bond ETF (CGCB) stake by 13% in Q2 2026, buying an estimated $237K and bringing the position to 77,995 shares worth $2.04M. The position accounts for 0.49% of the portfolio, ranked #44.

Synergy Investment Management first reported a position in CGCB in Q4 2024 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Synergy Investment Management held 77,995 shares of Capital Group Core Bond ETF worth $2.04M as of Q2 2026.
Synergy Investment Management bought 9,050 Capital Group Core Bond ETF shares in Q2 2026, an estimated $237K.
Capital Group Core Bond ETF made up 0.49% of Synergy Investment Management's portfolio in Q2 2026, its #44 holding.
Synergy Investment Management first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 6 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.