Cannon Wealth Management Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Cannon Wealth Management 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 Q1	$6.88M	Buy	261,907 +9,691	+4%	+$257K	4.65%	5
2025 Q4	$6.69M	Buy	252,216 +27,816	+12%	+$741K	4.72%	5
2025 Q3	$5.96M	Buy	224,400 +8,980	+4%	+$237K	4.52%	6
2025 Q2	$5.67M	Buy	215,420 +6,165	+3%	+$161K	4.63%	6
2025 Q1	$5.47M	Buy	209,255 +9,627	+5%	+$250K	4.88%	6
2024 Q4	$5.16M	Buy	199,628 +41,765	+26%	+$1.1M	4.45%	6
2024 Q3	$4.25M	Buy	+157,863	New	+$4.2M	3.89%	8

Other funds holding CGCB

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Cannon Wealth Management Services's CGCB Position: Q1 2026 in Review

Cannon Wealth Management Services increased its Capital Group Core Bond ETF (CGCB) stake by 3.8% in Q1 2026, buying an estimated $257K and bringing the position to 261,907 shares worth $6.88M. The position accounts for 4.65% of the portfolio, ranked #5.

Cannon Wealth Management Services first reported a position in CGCB in Q3 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

Cannon Wealth Management Services held 261,907 shares of Capital Group Core Bond ETF worth $6.88M as of Q1 2026.
Cannon Wealth Management Services bought 9,691 Capital Group Core Bond ETF shares in Q1 2026, an estimated $257K.
Capital Group Core Bond ETF made up 4.65% of Cannon Wealth Management Services's portfolio in Q1 2026, its #5 holding.
Cannon Wealth Management Services first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.