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AmeriFlex Group’s Capital Group Core Bond ETF CGCB Stock Holding History

AmeriFlex 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
2025
Q3 		– Sell
-340
Closed -$8.97K – 1116
2025
Q2 		$8.97K Buy
340
+1
+0.3% +$26 ﹤0.01% 733
2025
Q1 		$8.9K Buy
339
+3
+0.9% +$78 ﹤0.01% 879
2024
Q4 		$8.68K Buy
+336
New +$8.82K ﹤0.01% 810

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AmeriFlex Group's CGCB Position: Q3 2025 in Review

AmeriFlex Group sold out of Capital Group Core Bond ETF (CGCB) in Q3 2025, closing a stake of 340 shares — an estimated $8.97K sold.

AmeriFlex Group first reported a position in CGCB in Q4 2024 and held it in 3 quarters. The position peaked at $8.97K in Q2 2025. 199 funds tracked by Wall St. Rank hold CGCB as of Q3 2025.

  • AmeriFlex Group reported no remaining Capital Group Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 340 Capital Group Core Bond ETF shares in Q3 2025, an estimated $8.97K.
  • AmeriFlex Group first reported a position in Capital Group Core Bond ETF in Q4 2024 and held it in 3 quarters.
  • AmeriFlex Group's Capital Group Core Bond ETF position peaked at $8.97K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.