Creative Financial Designs’s Capital Group Core Bond ETF CGCB Stock Holding History

Creative Financial Designs’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	$355K	Buy	13,561 +788	+6%	+$20.7K	0.02%	477
2026 Q1	$335K	Sell	12,773 -33	-0.3%	-$877	0.02%	417
2025 Q4	$340K	Buy	12,806 +1,979	+18%	+$52.7K	0.02%	383
2025 Q3	$288K	Sell	10,827 -3,808	-26%	-$100K	0.02%	411
2025 Q2	$385K	Buy	14,635 +7,872	+116%	+$205K	0.03%	350
2025 Q1	$178K	Buy	6,763 +3,457	+105%	+$89.9K	0.01%	475
2024 Q4	$85.3K	Buy	3,306 +759	+30%	+$19.9K	0.01%	644
2024 Q3	$68.7K	Buy	2,547 +2,314	+993%	+$61.6K	0.01%	690
2024 Q2	$6.02K	Hold	233	–	–	﹤0.01%	1283
2024 Q1	$6.06K	Buy	+233	New	+$6.07K	﹤0.01%	1269

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 22.9% 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

Creative Financial Designs's CGCB Position: Q2 2026 in Review

Creative Financial Designs increased its Capital Group Core Bond ETF (CGCB) stake by 6.2% in Q2 2026, buying an estimated $20.7K and bringing the position to 13,561 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #477.

Creative Financial Designs first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $385K in Q2 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Creative Financial Designs held 13,561 shares of Capital Group Core Bond ETF worth $355K as of Q2 2026.
Creative Financial Designs bought 788 Capital Group Core Bond ETF shares in Q2 2026, an estimated $20.7K.
Capital Group Core Bond ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #477 holding.
Creative Financial Designs first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
Creative Financial Designs's Capital Group Core Bond ETF position peaked at $385K in Q2 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.