Blueprint Financial Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Blueprint 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 Q2	$1.37M	Sell	52,242 -807	-2%	-$21.2K	0.15%	86
2026 Q1	$1.39M	Buy	53,049 +8,760	+20%	+$233K	0.21%	63
2025 Q4	$1.17M	Buy	44,289 +10,621	+32%	+$283K	0.18%	66
2025 Q3	$895K	Buy	+33,668	New	+$888K	0.19%	72

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Blueprint Financial Advisors's CGCB Position: Q2 2026 in Review

Blueprint Financial Advisors reduced its Capital Group Core Bond ETF (CGCB) stake by 1.5% in Q2 2026, selling an estimated $21.2K and leaving 52,242 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #86.

Blueprint Financial Advisors first reported a position in CGCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Blueprint Financial Advisors held 52,242 shares of Capital Group Core Bond ETF worth $1.37M as of Q2 2026.
Blueprint Financial Advisors sold 807 Capital Group Core Bond ETF shares in Q2 2026, an estimated $21.2K.
Capital Group Core Bond ETF made up 0.15% of Blueprint Financial Advisors's portfolio in Q2 2026, its #86 holding.
Blueprint Financial Advisors first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
Blueprint Financial Advisors's Capital Group Core Bond ETF position peaked at $1.39M in Q1 2026.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.