Clearstead Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Clearstead Advisors’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 Q3	$42.4K	Buy	+1,697	New	+$43.7K	﹤0.01%	1509

Other funds holding CGCB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clearstead Advisors's CGCB Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Capital Group Core Bond ETF (CGCB) in Q3 2026: 1,697 shares worth $42.4K. The stake represents ﹤0.01% of the portfolio and ranks #1509 among its holdings.

162 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Clearstead Advisors held 1,697 shares of Capital Group Core Bond ETF worth $42.4K as of Q3 2026.
Capital Group Core Bond ETF was a new Clearstead Advisors position in Q3 2026.
Capital Group Core Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1509 holding.
162 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.