Avantax Advisory Services’s Capital Group Core Bond ETF CGCB Stock Holding History
Bought
Maintained
Sold
Other funds holding CGCB
ACM
LFG
Avantax Advisory Services's CGCB Position: Q2 2025 in Review
Avantax Advisory Services increased its Capital Group Core Bond ETF (CGCB) stake by 38% in Q2 2025, buying an estimated $708K and bringing the position to 98,394 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #681.
Avantax Advisory Services first reported a position in CGCB in Q1 2024 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold CGCB as of Q2 2025.
- Avantax Advisory Services held 98,394 shares of Capital Group Core Bond ETF worth $2.59M as of Q2 2025.
- Avantax Advisory Services bought 27,144 Capital Group Core Bond ETF shares in Q2 2025, an estimated $708K.
- Capital Group Core Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #681 holding.
- Avantax Advisory Services first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 6 quarters since.
- 185 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.