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Drucker Wealth 3.0’s Capital Group Core Bond ETF CGCB Stock Holding History

Drucker Wealth 3.0’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
2025
Q2 		– Sell
-26,918
Closed -$707K – 222
2025
Q1 		$707K Sell
26,918
-32,739
-55% -$852K 0.16% 92
2024
Q4 		$1.54M Buy
+59,657
New +$1.57M 0.35% 65

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Drucker Wealth 3.0's CGCB Position: Q2 2025 in Review

Drucker Wealth 3.0 sold out of Capital Group Core Bond ETF (CGCB) in Q2 2025, closing a stake of 26,918 shares — an estimated $707K sold.

Drucker Wealth 3.0 first reported a position in CGCB in Q4 2024 and held it in 2 quarters. The position peaked at $1.54M in Q4 2024. 185 funds tracked by Wall St. Rank hold CGCB as of Q2 2025.

  • Drucker Wealth 3.0 reported no remaining Capital Group Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Drucker Wealth 3.0 sold 26,918 Capital Group Core Bond ETF shares in Q2 2025, an estimated $707K.
  • Drucker Wealth 3.0 first reported a position in Capital Group Core Bond ETF in Q4 2024 and held it in 2 quarters.
  • Drucker Wealth 3.0's Capital Group Core Bond ETF position peaked at $1.54M in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2025.

Based on Drucker Wealth 3.0's 13F filing for Q2 2025, filed 24 Jul 2025.