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

IFP 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	$117K	Sell	4,483 -1,097	-20%	-$28.8K	﹤0.01%	1862
2026 Q1	$147K	Buy	5,580 +746	+15%	+$19.8K	﹤0.01%	1576
2025 Q4	$128K	Buy	4,834 +3,768	+353%	+$100K	﹤0.01%	1632
2025 Q3	$28.3K	Buy	1,066 +880	+473%	+$23.2K	﹤0.01%	2392
2025 Q2	$4.89K	Buy	186 +5	+3%	+$130	﹤0.01%	3406
2025 Q1	$4.76K	Buy	181 +24	+15%	+$624	﹤0.01%	2863
2024 Q4	$4.05K	Sell	157 -324	-67%	-$8.5K	﹤0.01%	2873
2024 Q3	$13K	Hold	481	–	–	﹤0.01%	2324
2024 Q2	$12.4K	Buy	+481	New	+$12.4K	﹤0.01%	2270

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

IFP Advisors's CGCB Position: Q2 2026 in Review

IFP Advisors reduced its Capital Group Core Bond ETF (CGCB) stake by 20% in Q2 2026, selling an estimated $28.8K and leaving 4,483 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

IFP Advisors first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $147K in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

IFP Advisors held 4,483 shares of Capital Group Core Bond ETF worth $117K as of Q2 2026.
IFP Advisors sold 1,097 Capital Group Core Bond ETF shares in Q2 2026, an estimated $28.8K.
Capital Group Core Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1862 holding.
IFP Advisors first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's Capital Group Core Bond ETF position peaked at $147K in Q1 2026.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.