GWM
CGHY

Greenline Wealth Management’s Capital Group High Yield Bond ETF CGHY Stock Holding History

Greenline Wealth Management’s Portfolio CGHY Stock Details CGHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$849K Buy
33,518
+7,870
+31% +$200K 0.7% 38
2026
Q1 		$643K Buy
25,648
+3,179
+14% +$80.6K 0.74% 36
2025
Q4 		$570K Buy
+22,469
New +$570K 0.59% 36

Other funds holding CGHY

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
CFG
Compton Financial Group Towson, Maryland $519M AUM 14.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Greenline Wealth Management's CGHY Position: Q2 2026 in Review

Greenline Wealth Management increased its Capital Group High Yield Bond ETF (CGHY) stake by 31% in Q2 2026, buying an estimated $200K and bringing the position to 33,518 shares worth $849K. The position accounts for 0.7% of the portfolio, ranked #38.

Greenline Wealth Management first reported a position in CGHY in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold CGHY as of Q2 2026.

  • Greenline Wealth Management held 33,518 shares of Capital Group High Yield Bond ETF worth $849K as of Q2 2026.
  • Greenline Wealth Management bought 7,870 Capital Group High Yield Bond ETF shares in Q2 2026, an estimated $200K.
  • Capital Group High Yield Bond ETF made up 0.7% of Greenline Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Greenline Wealth Management first reported a position in Capital Group High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.