Diversify Advisory Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.66M Buy
65,798
+1,239
+2% +$31.9K 0.02% 500
2026
Q2
$1.67M Buy
+64,559
New +$1.69M 0.03% 465
2026
Q1
– Sell
-48,276
Closed -$1.28M – 310
2025
Q4
$1.28M Buy
+48,276
New +$1.29M 0.04% 327

Other funds holding CGCB

Diversify Advisory Services's CGCB Position: Q3 2026 in Review

Diversify Advisory Services increased its Capital Group Core Bond ETF (CGCB) stake by 1.9% in Q3 2026, buying an estimated $31.9K and bringing the position to 65,798 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #500.

Diversify Advisory Services first reported a position in CGCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67M in Q2 2026. 56 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

  • Diversify Advisory Services held 65,798 shares of Capital Group Core Bond ETF worth $1.66M as of Q3 2026.
  • Diversify Advisory Services bought 1,239 Capital Group Core Bond ETF shares in Q3 2026, an estimated $31.9K.
  • Capital Group Core Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #500 holding.
  • Diversify Advisory Services first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversify Advisory Services's Capital Group Core Bond ETF position peaked at $1.67M in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.