Carson Wealth (CWM LLC)
CGCB icon

Carson Wealth (CWM LLC)’s Capital Group Core Bond ETF CGCB Stock Holding History

Carson Wealth (CWM 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
Q1 		$93.5K Buy
3,560
+920
+35% +$24.4K ﹤0.01% 3334
2025
Q4 		$70K Sell
2,640
-686
-21% -$18.3K ﹤0.01% 3353
2025
Q3 		$88K Sell
3,326
-1,091
-25% -$28.8K ﹤0.01% 3084
2025
Q2 		$116K Buy
4,417
+1,031
+30% +$26.9K ﹤0.01% 2585
2025
Q1 		$89K Buy
+3,386
New +$88.1K ﹤0.01% 2510

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGCB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group Core Bond ETF (CGCB) stake by 35% in Q1 2026, buying an estimated $24.4K and bringing the position to 3,560 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3334.

Carson Wealth (CWM LLC) first reported a position in CGCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $116K in Q2 2025. 253 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,560 shares of Capital Group Core Bond ETF worth $93.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 920 Capital Group Core Bond ETF shares in Q1 2026, an estimated $24.4K.
  • Capital Group Core Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3334 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Capital Group Core Bond ETF position peaked at $116K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.