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HHM Wealth Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

HHM Wealth Advisors’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 		$30.6K Hold
1,167
– – ﹤0.01% 457
2026
Q1 		$30.6K Buy
1,167
+319
+38% +$8.47K ﹤0.01% 440
2025
Q4 		$22.5K Hold
848
– – ﹤0.01% 479
2025
Q3 		$22.5K Buy
+848
New +$22.4K ﹤0.01% 493
2025
Q1 		– Sell
-5,117
Closed -$132K – 942
2024
Q4 		$132K Buy
+5,117
New +$134K 0.02% 231

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 22.9% 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

HHM Wealth Advisors's CGCB Position: Q2 2026 in Review

HHM Wealth Advisors held its Capital Group Core Bond ETF (CGCB) position steady in Q2 2026 at 1,167 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

HHM Wealth Advisors first reported a position in CGCB in Q4 2024 and has held it in 5 quarters since. The position peaked at $132K in Q4 2024. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • HHM Wealth Advisors held 1,167 shares of Capital Group Core Bond ETF worth $30.6K as of Q2 2026.
  • HHM Wealth Advisors left its Capital Group Core Bond ETF share count unchanged in Q2 2026.
  • Capital Group Core Bond ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #457 holding.
  • HHM Wealth Advisors first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • HHM Wealth Advisors's Capital Group Core Bond ETF position peaked at $132K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.