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Independent Advisor Alliance’s Capital Group Core Bond ETF CGCB Stock Holding History

Independent Advisor Alliance’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 		– Sell
-918,362
Closed -$24.1M – 1119
2026
Q1 		$24.1M Buy
+918,362
New +$24.4M 0.26% 77

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Independent Advisor Alliance's CGCB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Core Bond ETF (CGCB) in Q2 2026, closing a stake of 918,362 shares — an estimated $24.1M sold.

Independent Advisor Alliance first reported a position in CGCB in Q1 2026 and held it in 1 quarter. The position peaked at $24.1M in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 918,362 Capital Group Core Bond ETF shares in Q2 2026, an estimated $24.1M.
  • Independent Advisor Alliance first reported a position in Capital Group Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Capital Group Core Bond ETF position peaked at $24.1M in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.