Hartmann Taylor Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Hartmann Taylor Wealth Management’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	$405K	Hold	15,404	–	–	0.27%	44
2026 Q1	$405K	Buy	15,404 +4,000	+35%	+$106K	0.27%	44
2025 Q4	$302K	Buy	11,404 +3,404	+43%	+$90.7K	0.2%	48
2025 Q3	$213K	Sell	8,000 -4,546	-36%	-$120K	0.15%	50
2025 Q2	$330K	Buy	12,546 +4,633	+59%	+$121K	0.27%	40
2025 Q1	$208K	Buy	+7,913	New	+$206K	0.19%	47

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

Hartmann Taylor Wealth Management's CGCB Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Capital Group Core Bond ETF (CGCB) position steady in Q2 2026 at 15,404 shares worth $405K. The position accounts for 0.27% of the portfolio, ranked #44.

Hartmann Taylor Wealth Management first reported a position in CGCB in Q1 2025 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Hartmann Taylor Wealth Management held 15,404 shares of Capital Group Core Bond ETF worth $405K as of Q2 2026.
Hartmann Taylor Wealth Management left its Capital Group Core Bond ETF share count unchanged in Q2 2026.
Capital Group Core Bond ETF made up 0.27% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #44 holding.
Hartmann Taylor Wealth Management first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.