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Future You Wealth’s Capital Group Core Bond ETF CGCB Stock Holding History

Future You Wealth’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
2025
Q2 		$6.71M Buy
255,289
+31,278
+14% +$815K 3.65% 7
2025
Q1 		$5.89M Buy
224,011
+169,527
+311% +$4.41M 3.77% 7
2024
Q4 		$1.41M Buy
+54,484
New +$1.43M 1% 15

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Future You Wealth's CGCB Position: Q2 2025 in Review

Future You Wealth increased its Capital Group Core Bond ETF (CGCB) stake by 14% in Q2 2025, buying an estimated $815K and bringing the position to 255,289 shares worth $6.71M. The position accounts for 3.65% of the portfolio, ranked #7.

Future You Wealth first reported a position in CGCB in Q4 2024 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold CGCB as of Q2 2025.

  • Future You Wealth held 255,289 shares of Capital Group Core Bond ETF worth $6.71M as of Q2 2025.
  • Future You Wealth bought 31,278 Capital Group Core Bond ETF shares in Q2 2025, an estimated $815K.
  • Capital Group Core Bond ETF made up 3.65% of Future You Wealth's portfolio in Q2 2025, its #7 holding.
  • Future You Wealth first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.