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

Diversify 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 		$1.67M Sell
64,559
-1,378
-2% -$36.2K 0.03% 465
2026
Q1 		$1.73M Buy
+65,937
New +$1.75M 0.03% 418

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Diversify Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 2.1% in Q2 2026, selling an estimated $36.2K and leaving 64,559 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #465.

Diversify Wealth Management first reported a position in CGCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.73M in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Diversify Wealth Management held 64,559 shares of Capital Group Core Bond ETF worth $1.67M as of Q2 2026.
  • Diversify Wealth Management sold 1,378 Capital Group Core Bond ETF shares in Q2 2026, an estimated $36.2K.
  • Capital Group Core Bond ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Diversify Wealth Management first reported a position in Capital Group Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Capital Group Core Bond ETF position peaked at $1.73M in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.