AA Financial Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

AA Financial Advisors’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	$1.17M	Sell	44,635 -7,789	-15%	-$204K	0.14%	105
2026 Q1	$1.38M	Sell	52,424 -4,452	-8%	-$118K	0.19%	88
2025 Q4	$1.51M	Buy	56,876 +16,676	+41%	+$444K	0.28%	64
2025 Q3	$1.07M	Buy	40,200 +15,584	+63%	+$411K	0.21%	74
2025 Q2	$647K	Buy	+24,616	New	+$642K	0.14%	94

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

AA Financial Advisors's CGCB Position: Q2 2026 in Review

AA Financial Advisors reduced its Capital Group Core Bond ETF (CGCB) stake by 15% in Q2 2026, selling an estimated $204K and leaving 44,635 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #105.

AA Financial Advisors first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q4 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

AA Financial Advisors held 44,635 shares of Capital Group Core Bond ETF worth $1.17M as of Q2 2026.
AA Financial Advisors sold 7,789 Capital Group Core Bond ETF shares in Q2 2026, an estimated $204K.
Capital Group Core Bond ETF made up 0.14% of AA Financial Advisors's portfolio in Q2 2026, its #105 holding.
AA Financial Advisors first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
AA Financial Advisors's Capital Group Core Bond ETF position peaked at $1.51M in Q4 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.