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Heritage Wealth Management (Ohio)’s Capital Group Core Bond ETF CGCB Stock Holding History

Heritage Wealth Management (Ohio)’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 		$2.71M Buy
103,408
+14,223
+16% +$373K 0.68% 38
2026
Q1 		$2.34M Buy
89,185
+17,503
+24% +$465K 1.16% 27
2025
Q4 		$1.9M Buy
71,682
+59,746
+501% +$1.59M 0.53% 53
2025
Q3 		$317K Buy
+11,936
New +$315K 0.09% 185

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CGCB Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Capital Group Core Bond ETF (CGCB) stake by 16% in Q2 2026, buying an estimated $373K and bringing the position to 103,408 shares worth $2.71M. The position accounts for 0.68% of the portfolio, ranked #38.

Heritage Wealth Management (Ohio) 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.

  • Heritage Wealth Management (Ohio) held 103,408 shares of Capital Group Core Bond ETF worth $2.71M as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 14,223 Capital Group Core Bond ETF shares in Q2 2026, an estimated $373K.
  • Capital Group Core Bond ETF made up 0.68% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #38 holding.
  • Heritage Wealth Management (Ohio) 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 Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.