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 Q3	$4.79M	Buy	191,860 +339	+0.2%	+$8.74K	3.84%	8
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Boyer Financial Services's CGCB Position: Q3 2026 in Review

Boyer Financial Services increased its Capital Group Core Bond ETF (CGCB) stake by 0.18% in Q3 2026, buying an estimated $8.74K and bringing the position to 191,860 shares worth $4.79M. The position accounts for 3.84% of the portfolio, ranked #8.

Boyer Financial Services first reported a position in CGCB in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.08M in Q1 2026. 152 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Boyer Financial Services held 191,860 shares of Capital Group Core Bond ETF worth $4.79M as of Q3 2026.
Boyer Financial Services bought 339 Capital Group Core Bond ETF shares in Q3 2026, an estimated $8.74K.
Capital Group Core Bond ETF made up 3.84% of Boyer Financial Services's portfolio in Q3 2026, its #8 holding.
Boyer Financial Services first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 4 quarters since.
Boyer Financial Services's Capital Group Core Bond ETF position peaked at $5.08M in Q1 2026.
152 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.