Fiduciary Alliance’s Capital Group Core Bond ETF CGCB Stock Holding History

Fiduciary Alliance’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 Q3	$3.48M	Buy	139,232 +3,513	+3%	+$90.6K	0.26%	101
2026 Q2	$3.55M	Sell	135,719 -427	-0.3%	-$11.2K	0.24%	109
2026 Q1	$3.6M	Buy	136,146 +6,332	+5%	+$168K	0.22%	114
2025 Q4	$3.44M	Buy	129,814 +5,963	+5%	+$159K	0.23%	110
2025 Q3	$3.29M	Buy	123,851 +980	+0.8%	+$25.9K	0.22%	102
2025 Q2	$3.23M	Buy	+122,871	New	+$3.2M	0.24%	98

Other funds holding CGCB

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fiduciary Alliance's CGCB Position: Q3 2026 in Review

Fiduciary Alliance increased its Capital Group Core Bond ETF (CGCB) stake by 2.6% in Q3 2026, buying an estimated $90.6K and bringing the position to 139,232 shares worth $3.48M. The position accounts for 0.26% of the portfolio, ranked #101.

Fiduciary Alliance first reported a position in CGCB in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.6M in Q1 2026. 67 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Fiduciary Alliance held 139,232 shares of Capital Group Core Bond ETF worth $3.48M as of Q3 2026.
Fiduciary Alliance bought 3,513 Capital Group Core Bond ETF shares in Q3 2026, an estimated $90.6K.
Capital Group Core Bond ETF made up 0.26% of Fiduciary Alliance's portfolio in Q3 2026, its #101 holding.
Fiduciary Alliance first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 6 quarters since.
Fiduciary Alliance's Capital Group Core Bond ETF position peaked at $3.6M in Q1 2026.
67 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.