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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CGCB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Capital Group Core Bond ETF (CGCB) in Q1 2026: 2,000 shares worth $52.5K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in CGCB as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in CGCB in Q1 2025 and has held it in 3 quarters since. The position peaked at $52.6K in Q2 2025. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,000 shares of Capital Group Core Bond ETF worth $52.5K as of Q1 2026.
  • Capital Group Core Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Capital Group Core Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #439 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Capital Group Core Bond ETF position peaked at $52.6K in Q2 2025.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.