IFG Advisory’s Capital Group Core Bond ETF CGCB Stock Holding History

IFG Advisory’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	$2.02M	Buy	+77,003	New	+$2.02M	0.07%	291
2026 Q1	–	Sell	-60,124	Closed	-$1.59M	–	399
2025 Q4	$1.59M	Buy	60,124 +6,113	+11%	+$163K	0.07%	286
2025 Q3	$1.44M	Buy	54,011 +10,691	+25%	+$282K	0.07%	291
2025 Q2	$1.14M	Buy	43,320 +20,667	+91%	+$539K	0.06%	312
2025 Q1	$595K	Buy	22,653 +10,087	+80%	+$262K	0.03%	403
2024 Q4	$324K	Buy	+12,566	New	+$330K	0.02%	521

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

IFG Advisory's CGCB Position: Q2 2026 in Review

IFG Advisory opened a new position in Capital Group Core Bond ETF (CGCB) in Q2 2026: 77,003 shares worth $2.02M. The stake represents 0.07% of the portfolio and ranks #291 among its holdings. This is a return to the name: IFG Advisory previously reported a position in CGCB as recently as Q4 2025.

IFG Advisory first reported a position in CGCB in Q4 2024 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

IFG Advisory held 77,003 shares of Capital Group Core Bond ETF worth $2.02M as of Q2 2026.
Capital Group Core Bond ETF was a new IFG Advisory position in Q2 2026.
Capital Group Core Bond ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #291 holding.
IFG Advisory first reported a position in Capital Group Core Bond ETF in Q4 2024 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.