EverSource Wealth Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

EverSource Wealth Advisors’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	$2.36K	Hold	90	–	–	﹤0.01%	3659
2026 Q1	$2.36K	Hold	90	–	–	﹤0.01%	3587
2025 Q4	$2.39K	Sell	90 -2,419	-96%	-$64.5K	﹤0.01%	3436
2025 Q3	$66.7K	Buy	+2,509	New	+$66.2K	﹤0.01%	1494

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

EverSource Wealth Advisors's CGCB Position: Q2 2026 in Review

EverSource Wealth Advisors held its Capital Group Core Bond ETF (CGCB) position steady in Q2 2026 at 90 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3659.

EverSource Wealth Advisors first reported a position in CGCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $66.7K in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

EverSource Wealth Advisors held 90 shares of Capital Group Core Bond ETF worth $2.36K as of Q2 2026.
EverSource Wealth Advisors left its Capital Group Core Bond ETF share count unchanged in Q2 2026.
Capital Group Core Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3659 holding.
EverSource Wealth Advisors first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's Capital Group Core Bond ETF position peaked at $66.7K in Q3 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.