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Asempa Wealth Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Asempa Wealth 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
Q1 		– Sell
-7,601
Closed -$202K – 117
2025
Q4 		$202K Buy
+7,601
New +$203K 0.17% 112

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Asempa Wealth Advisors's CGCB Position: Q1 2026 in Review

Asempa Wealth Advisors sold out of Capital Group Core Bond ETF (CGCB) in Q1 2026, closing a stake of 7,601 shares — an estimated $202K sold.

Asempa Wealth Advisors first reported a position in CGCB in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 253 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Asempa Wealth Advisors reported no remaining Capital Group Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Asempa Wealth Advisors sold 7,601 Capital Group Core Bond ETF shares in Q1 2026, an estimated $202K.
  • Asempa Wealth Advisors first reported a position in Capital Group Core Bond ETF in Q4 2025 and held it in 1 quarter.
  • Asempa Wealth Advisors's Capital Group Core Bond ETF position peaked at $202K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Asempa Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.