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

ICA Group 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
2024
Q2 		$1.16K Buy
45
+30
+200% +$771 ﹤0.01% 720
2024
Q1 		$390 Buy
+15
New +$391 ﹤0.01% 1304

Other funds holding CGCB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ICA Group Wealth Management's CGCB Position: Q2 2024 in Review

ICA Group Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 200% in Q2 2024, buying an estimated $771 and bringing the position to 45 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

ICA Group Wealth Management first reported a position in CGCB in Q1 2024 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold CGCB as of Q2 2024.

  • ICA Group Wealth Management held 45 shares of Capital Group Core Bond ETF worth $1.16K as of Q2 2024.
  • ICA Group Wealth Management bought 30 Capital Group Core Bond ETF shares in Q2 2024, an estimated $771.
  • Capital Group Core Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #720 holding.
  • ICA Group Wealth Management first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.