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 Q3	$87.6K	Sell	3,508 -975	-22%	-$25.1K	﹤0.01%	2049
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

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

IFP Advisors's CGCB Position: Q3 2026 in Review

IFP Advisors reduced its Capital Group Core Bond ETF (CGCB) stake by 22% in Q3 2026, selling an estimated $25.1K and leaving 3,508 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

IFP Advisors first reported a position in CGCB in Q2 2024 and has held it in 10 quarters since. The position peaked at $147K in Q1 2026. 108 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

IFP Advisors held 3,508 shares of Capital Group Core Bond ETF worth $87.6K as of Q3 2026.
IFP Advisors sold 975 Capital Group Core Bond ETF shares in Q3 2026, an estimated $25.1K.
Capital Group Core Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2049 holding.
IFP Advisors first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 10 quarters since.
IFP Advisors's Capital Group Core Bond ETF position peaked at $147K in Q1 2026.
108 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.