Dynamic Advisor Solutions’s Capital Group Core Bond ETF CGCB Stock Holding History

Dynamic Advisor Solutions’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	$3.62M	Buy	138,294 +416	+0.3%	+$10.9K	0.1%	212
2026 Q1	$3.62M	Buy	137,878 +2,679	+2%	+$71.2K	0.11%	197
2025 Q4	$3.59M	Sell	135,199 -62,957	-32%	-$1.68M	0.12%	192
2025 Q3	$5.27M	Buy	198,156 +2,208	+1%	+$58.2K	0.15%	158
2025 Q2	$5.15M	Buy	195,948 +23,507	+14%	+$613K	0.16%	155
2025 Q1	$4.53M	Buy	172,441 +6,851	+4%	+$178K	0.15%	166
2024 Q4	$4.27M	Buy	165,590 +3,452	+2%	+$90.6K	0.18%	132
2024 Q3	$4.37M	Buy	162,138 +23,197	+17%	+$618K	0.13%	184
2024 Q2	$3.59M	Buy	+138,941	New	+$3.57M	0.11%	210

Other funds holding CGCB

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return