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Boyer Financial Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Boyer Financial Services’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 		$5.01M Sell
191,521
-2,112
-1% -$55.4K 4.23% 7
2026
Q1 		$5.08M Buy
193,633
+5,402
+3% +$143K 5.39% 6
2025
Q4 		$4.98M Buy
+188,231
New +$5.02M 5.29% 6

Other funds holding CGCB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Boyer Financial Services's CGCB Position: Q2 2026 in Review

Boyer Financial Services reduced its Capital Group Core Bond ETF (CGCB) stake by 1.1% in Q2 2026, selling an estimated $55.4K and leaving 191,521 shares worth $5.01M. The position accounts for 4.23% of the portfolio, ranked #7.

Boyer Financial Services first reported a position in CGCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.08M in Q1 2026. 154 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Boyer Financial Services held 191,521 shares of Capital Group Core Bond ETF worth $5.01M as of Q2 2026.
  • Boyer Financial Services sold 2,112 Capital Group Core Bond ETF shares in Q2 2026, an estimated $55.4K.
  • Capital Group Core Bond ETF made up 4.23% of Boyer Financial Services's portfolio in Q2 2026, its #7 holding.
  • Boyer Financial Services first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Boyer Financial Services's Capital Group Core Bond ETF position peaked at $5.08M in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.