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Financial Life Planners’s Capital Group Core Bond ETF CGCB Stock Holding History

Financial Life Planners’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 		– Sell
-440
Closed -$11.6K – 344
2026
Q1 		$11.6K Buy
+440
New +$11.7K 0.01% 228

Other funds holding CGCB

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Financial Life Planners's CGCB Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group Core Bond ETF (CGCB) in Q2 2026, closing a stake of 440 shares — an estimated $11.6K sold.

Financial Life Planners first reported a position in CGCB in Q1 2026 and held it in 1 quarter. The position peaked at $11.6K in Q1 2026. 123 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Financial Life Planners reported no remaining Capital Group Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 440 Capital Group Core Bond ETF shares in Q2 2026, an estimated $11.6K.
  • Financial Life Planners first reported a position in Capital Group Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • Financial Life Planners's Capital Group Core Bond ETF position peaked at $11.6K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.