Gutierrez Wealth Advisory’s Capital Group Core Bond ETF CGCB Stock Holding History

Gutierrez Wealth Advisory’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	$713K	Buy	27,241 +326	+1%	+$8.55K	0.41%	32
2026 Q1	$707K	Buy	26,915 +7,120	+36%	+$189K	0.44%	28
2025 Q4	$525K	Buy	19,795 +230	+1%	+$6.13K	0.33%	36
2025 Q3	$520K	Buy	+19,565	New	+$516K	0.33%	32

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 22.96% 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

Gutierrez Wealth Advisory's CGCB Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Capital Group Core Bond ETF (CGCB) stake by 1.2% in Q2 2026, buying an estimated $8.55K and bringing the position to 27,241 shares worth $713K. The position accounts for 0.41% of the portfolio, ranked #32.

Gutierrez Wealth Advisory first reported a position in CGCB in Q3 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Gutierrez Wealth Advisory held 27,241 shares of Capital Group Core Bond ETF worth $713K as of Q2 2026.
Gutierrez Wealth Advisory bought 326 Capital Group Core Bond ETF shares in Q2 2026, an estimated $8.55K.
Capital Group Core Bond ETF made up 0.41% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #32 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.