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Freedom Financial Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

Freedom Financial Partners’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 		$7.11M Buy
271,557
+5,213
+2% +$137K 2.32% 15
2026
Q1 		$6.99M Buy
266,344
+13,835
+5% +$367K 2.49% 15
2025
Q4 		$6.7M Buy
252,509
+7,167
+3% +$191K 2.44% 16
2025
Q3 		$6.52M Buy
245,342
+12,456
+5% +$329K 2.48% 15
2025
Q2 		$6.12M Buy
232,886
+4,034
+2% +$105K 2.58% 13
2025
Q1 		$6.01M Buy
228,852
+8,997
+4% +$234K 2.8% 13
2024
Q4 		$5.67M Buy
+219,855
New +$5.77M 2.73% 13

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Freedom Financial Partners's CGCB Position: Q2 2026 in Review

Freedom Financial Partners increased its Capital Group Core Bond ETF (CGCB) stake by 2% in Q2 2026, buying an estimated $137K and bringing the position to 271,557 shares worth $7.11M. The position accounts for 2.32% of the portfolio, ranked #15.

Freedom Financial Partners first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Freedom Financial Partners held 271,557 shares of Capital Group Core Bond ETF worth $7.11M as of Q2 2026.
  • Freedom Financial Partners bought 5,213 Capital Group Core Bond ETF shares in Q2 2026, an estimated $137K.
  • Capital Group Core Bond ETF made up 2.32% of Freedom Financial Partners's portfolio in Q2 2026, its #15 holding.
  • Freedom Financial Partners first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.