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

CWS Financial 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 Q2	$1.9M	Buy	72,462 +1,548	+2%	+$40.6K	0.42%	35
2026 Q1	$1.86M	Buy	70,914 +2,022	+3%	+$53.7K	0.48%	32
2025 Q4	$1.83M	Buy	68,892 +38,133	+124%	+$1.02M	0.5%	31
2025 Q3	$818K	Buy	30,759 +555	+2%	+$14.6K	0.23%	58
2025 Q2	$794K	Buy	30,204 +2,243	+8%	+$58.5K	0.23%	54
2025 Q1	$735K	Buy	27,961 +10,852	+63%	+$282K	0.23%	52
2024 Q4	$441K	Buy	17,109 +6,363	+59%	+$167K	0.14%	84
2024 Q3	$290K	Buy	10,746 +1,667	+18%	+$44.4K	0.1%	93
2024 Q2	$234K	Buy	+9,079	New	+$233K	0.09%	99

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

CWS Financial Advisors's CGCB Position: Q2 2026 in Review

CWS Financial Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 2.2% in Q2 2026, buying an estimated $40.6K and bringing the position to 72,462 shares worth $1.9M. The position accounts for 0.42% of the portfolio, ranked #35.

CWS Financial Advisors first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

CWS Financial Advisors held 72,462 shares of Capital Group Core Bond ETF worth $1.9M as of Q2 2026.
CWS Financial Advisors bought 1,548 Capital Group Core Bond ETF shares in Q2 2026, an estimated $40.6K.
Capital Group Core Bond ETF made up 0.42% of CWS Financial Advisors's portfolio in Q2 2026, its #35 holding.
CWS Financial Advisors first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.