Aprio Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Aprio Wealth 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 Q3	$18.3M	Sell	732,009 -37,623	-5%	-$970K	0.83%	34
2026 Q2	$20.1M	Sell	769,632 -182,479	-19%	-$4.79M	1%	24
2026 Q1	$25M	Sell	952,111 -17,567	-2%	-$467K	1.37%	14
2025 Q4	$25.7M	Buy	+969,678	New	+$25.8M	1.48%	16

Other funds holding CGCB

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Aprio Wealth Management's CGCB Position: Q3 2026 in Review

Aprio Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 4.9% in Q3 2026, selling an estimated $970K and leaving 732,009 shares worth $18.3M. The position accounts for 0.83% of the portfolio, ranked #34.

Aprio Wealth Management first reported a position in CGCB in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.7M in Q4 2025. 108 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Aprio Wealth Management held 732,009 shares of Capital Group Core Bond ETF worth $18.3M as of Q3 2026.
Aprio Wealth Management sold 37,623 Capital Group Core Bond ETF shares in Q3 2026, an estimated $970K.
Capital Group Core Bond ETF made up 0.83% of Aprio Wealth Management's portfolio in Q3 2026, its #34 holding.
Aprio Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 4 quarters since.
Aprio Wealth Management's Capital Group Core Bond ETF position peaked at $25.7M in Q4 2025.
108 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.