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

IHT 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
2026 Q2	$420K	Buy	16,030 +101	+0.6%	+$2.65K	0.01%	897
2026 Q1	$418K	Buy	15,929 +3,038	+24%	+$80.7K	0.01%	891
2025 Q4	$342K	Buy	12,891 +4,089	+46%	+$109K	0.01%	917
2025 Q3	$234K	Buy	8,802 +95	+1%	+$2.51K	0.01%	1052
2025 Q2	$229K	Buy	+8,707	New	+$227K	0.01%	1024
2024 Q4	–	Sell	-139,512	Closed	-$3.76M	–	1092
2024 Q3	$3.76M	Buy	+139,512	New	+$3.71M	0.11%	197

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

IHT Wealth Management's CGCB Position: Q2 2026 in Review

IHT Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 0.63% in Q2 2026, buying an estimated $2.65K and bringing the position to 16,030 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #897.

IHT Wealth Management first reported a position in CGCB in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.76M in Q3 2024. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

IHT Wealth Management held 16,030 shares of Capital Group Core Bond ETF worth $420K as of Q2 2026.
IHT Wealth Management bought 101 Capital Group Core Bond ETF shares in Q2 2026, an estimated $2.65K.
Capital Group Core Bond ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #897 holding.
IHT Wealth Management first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 6 quarters since.
IHT Wealth Management's Capital Group Core Bond ETF position peaked at $3.76M in Q3 2024.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.