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

Cornerstone 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	$1.03M	Sell	39,428 -1,915	-5%	-$50.2K	0.04%	333
2026 Q1	$1.09M	Buy	41,343 +6,791	+20%	+$180K	0.05%	300
2025 Q4	$916K	Buy	34,552 +5,600	+19%	+$149K	0.05%	305
2025 Q3	$770K	Buy	28,952 +5,456	+23%	+$144K	0.04%	329
2025 Q2	$618K	Sell	23,496 -235	-1%	-$6.13K	0.04%	348
2025 Q1	$624K	Buy	23,731 +9,784	+70%	+$255K	0.04%	327
2024 Q4	$360K	Buy	+13,947	New	+$366K	0.02%	427

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cornerstone Wealth Management's CGCB Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 4.6% in Q2 2026, selling an estimated $50.2K and leaving 39,428 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #333.

Cornerstone Wealth Management first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Cornerstone Wealth Management held 39,428 shares of Capital Group Core Bond ETF worth $1.03M as of Q2 2026.
Cornerstone Wealth Management sold 1,915 Capital Group Core Bond ETF shares in Q2 2026, an estimated $50.2K.
Capital Group Core Bond ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #333 holding.
Cornerstone Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Wealth Management's Capital Group Core Bond ETF position peaked at $1.09M in Q1 2026.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.