AA Financial Advisors
CGCB icon

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
Q3 		$1.6M Buy
64,052
+19,417
+44% +$501K 0.19% 85
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

AA Financial Advisors's CGCB Position: Q3 2026 in Review

AA Financial Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 44% in Q3 2026, buying an estimated $501K and bringing the position to 64,052 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #85.

AA Financial Advisors first reported a position in CGCB in Q2 2025 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

  • AA Financial Advisors held 64,052 shares of Capital Group Core Bond ETF worth $1.6M as of Q3 2026.
  • AA Financial Advisors bought 19,417 Capital Group Core Bond ETF shares in Q3 2026, an estimated $501K.
  • Capital Group Core Bond ETF made up 0.19% of AA Financial Advisors's portfolio in Q3 2026, its #85 holding.
  • AA Financial Advisors first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 181 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.