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Cannon Financial Strategists’s Capital Group Core Bond ETF CGCB Stock Holding History

Cannon Financial Strategists’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 		$17.6M Sell
671,881
-30,255
-4% -$794K 2% 12
2026
Q1 		$18.4M Buy
702,136
+192,582
+38% +$5.12M 2.42% 11
2025
Q4 		$13.5M Buy
509,554
+12,741
+3% +$340K 1.88% 13
2025
Q3 		$13.2M Buy
496,813
+32,220
+7% +$850K 1.89% 13
2025
Q2 		$12.2M Buy
464,593
+4,435
+1% +$116K 1.93% 13
2025
Q1 		$12.1M Buy
460,158
+25,754
+6% +$670K 2.08% 12
2024
Q4 		$11.2M Buy
434,404
+249,825
+135% +$6.56M 1.92% 12
2024
Q3 		$4.97M Buy
+184,579
New +$4.91M 0.87% 17

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Cannon Financial Strategists's CGCB Position: Q2 2026 in Review

Cannon Financial Strategists reduced its Capital Group Core Bond ETF (CGCB) stake by 4.3% in Q2 2026, selling an estimated $794K and leaving 671,881 shares worth $17.6M. The position accounts for 2% of the portfolio, ranked #12.

Cannon Financial Strategists first reported a position in CGCB in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.4M in Q1 2026. 168 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Cannon Financial Strategists held 671,881 shares of Capital Group Core Bond ETF worth $17.6M as of Q2 2026.
  • Cannon Financial Strategists sold 30,255 Capital Group Core Bond ETF shares in Q2 2026, an estimated $794K.
  • Capital Group Core Bond ETF made up 2% of Cannon Financial Strategists's portfolio in Q2 2026, its #12 holding.
  • Cannon Financial Strategists first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Cannon Financial Strategists's Capital Group Core Bond ETF position peaked at $18.4M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.