DWM
CGHY

Diversify Wealth Management’s Capital Group High Yield Bond ETF CGHY Stock Holding History

Diversify Wealth Management’s Portfolio CGHY Stock Details CGHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Buy
15,631
+217
+1% +$5.5K 0.01% 953
2026
Q1 		$390K Buy
+15,414
New +$391K 0.01% 876

Other funds holding CGHY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
CFG
Compton Financial Group Towson, Maryland $519M AUM 14.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Diversify Wealth Management increased its Capital Group High Yield Bond ETF (CGHY) stake by 1.4% in Q2 2026, buying an estimated $5.5K and bringing the position to 15,631 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #953.

Diversify Wealth Management first reported a position in CGHY in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold CGHY as of Q2 2026.

  • Diversify Wealth Management held 15,631 shares of Capital Group High Yield Bond ETF worth $393K as of Q2 2026.
  • Diversify Wealth Management bought 217 Capital Group High Yield Bond ETF shares in Q2 2026, an estimated $5.5K.
  • Capital Group High Yield Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #953 holding.
  • Diversify Wealth Management first reported a position in Capital Group High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q2 2026.

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