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Copper Harbor Investment Advisors, LLC’s Capital Group Core Bond ETF CGCB Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$2.32M Buy
+88,572
New +$2.32M 0.49% 41

Other funds holding CGCB

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's CGCB Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Capital Group Core Bond ETF (CGCB) in Q2 2026: 88,572 shares worth $2.32M. The stake represents 0.49% of the portfolio and ranks #41 among its holdings.

76 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 88,572 shares of Capital Group Core Bond ETF worth $2.32M as of Q2 2026.
  • Capital Group Core Bond ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Capital Group Core Bond ETF made up 0.49% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #41 holding.
  • 76 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.