GWA
CGHY

Gutierrez Wealth Advisory’s Capital Group High Yield Bond ETF CGHY Stock Holding History

Gutierrez Wealth Advisory’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
Q1 		$473K Buy
18,879
+3,766
+25% +$95.5K 0.29% 39
2025
Q4 		$383K Buy
+15,113
New +$384K 0.24% 46

Other funds holding CGHY

BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $445M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Greenline Wealth Management Boca Raton, Florida $86.7M AUM
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gutierrez Wealth Advisory's CGHY Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its Capital Group High Yield Bond ETF (CGHY) stake by 25% in Q1 2026, buying an estimated $95.5K and bringing the position to 18,879 shares worth $473K. The position accounts for 0.29% of the portfolio, ranked #39.

Gutierrez Wealth Advisory first reported a position in CGHY in Q4 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold CGHY as of Q1 2026.

  • Gutierrez Wealth Advisory held 18,879 shares of Capital Group High Yield Bond ETF worth $473K as of Q1 2026.
  • Gutierrez Wealth Advisory bought 3,766 Capital Group High Yield Bond ETF shares in Q1 2026, an estimated $95.5K.
  • Capital Group High Yield Bond ETF made up 0.29% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #39 holding.
  • Gutierrez Wealth Advisory first reported a position in Capital Group High Yield Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.