Guardian Wealth Advisors (North Carolina)’s Capital Group Core Bond ETF CGCB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-2,000	Closed	-$52.5K	–	403
2026 Q1	$52.5K	Buy	+2,000	New	+$53.1K	﹤0.01%	439
2025 Q3	–	Sell	-2,000	Closed	-$52.6K	–	372
2025 Q2	$52.6K	Hold	2,000	–	–	﹤0.01%	396
2025 Q1	$52.6K	Buy	+2,000	New	+$52K	﹤0.01%	378

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CGCB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Capital Group Core Bond ETF (CGCB) in Q2 2026, closing a stake of 2,000 shares — an estimated $52.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CGCB in Q1 2025 and held it in 3 quarters. The position peaked at $52.6K in Q2 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Capital Group Core Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,000 Capital Group Core Bond ETF shares in Q2 2026, an estimated $52.5K.
Guardian Wealth Advisors (North Carolina) first reported a position in Capital Group Core Bond ETF in Q1 2025 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s Capital Group Core Bond ETF position peaked at $52.6K in Q2 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.