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Cauble & Harre Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Cauble & Harre Wealth Management’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 		$1.47M Buy
56,257
+72
+0.1% +$1.89K 1.18% 23
2026
Q1 		$1.47M Buy
56,185
+10,243
+22% +$272K 1.17% 23
2025
Q4 		$1.22M Buy
+45,942
New +$1.22M 1.02% 25

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 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cauble & Harre Wealth Management's CGCB Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 0.13% in Q2 2026, buying an estimated $1.89K and bringing the position to 56,257 shares worth $1.47M. The position accounts for 1.18% of the portfolio, ranked #23.

Cauble & Harre Wealth Management first reported a position in CGCB in Q4 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Cauble & Harre Wealth Management held 56,257 shares of Capital Group Core Bond ETF worth $1.47M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 72 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.89K.
  • Capital Group Core Bond ETF made up 1.18% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Cauble & Harre Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.