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

Independent Financial Group’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	$2.38M	Sell	90,919 -1,521	-2%	-$39.9K	0.04%	405
2026 Q1	$2.43M	Buy	92,440 +6,623	+8%	+$176K	0.05%	355
2025 Q4	$2.28M	Sell	85,817 -194,683	-69%	-$5.19M	0.05%	357
2025 Q3	$7.46M	Buy	280,500 +37,401	+15%	+$987K	0.18%	110
2025 Q2	$6.39M	Buy	243,099 +170,733	+236%	+$4.45M	0.18%	107
2025 Q1	$1.9M	Buy	72,366 +30,867	+74%	+$803K	0.07%	297
2024 Q4	$1.07M	Buy	41,499 +22,563	+119%	+$592K	0.04%	462
2024 Q3	$510K	Buy	18,936 +8,958	+90%	+$238K	0.02%	645
2024 Q2	$258K	Buy	+9,978	New	+$256K	0.01%	905

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

Independent Financial Group's CGCB Position: Q2 2026 in Review

Independent Financial Group reduced its Capital Group Core Bond ETF (CGCB) stake by 1.6% in Q2 2026, selling an estimated $39.9K and leaving 90,919 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #405.

Independent Financial Group first reported a position in CGCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.46M in Q3 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Independent Financial Group held 90,919 shares of Capital Group Core Bond ETF worth $2.38M as of Q2 2026.
Independent Financial Group sold 1,521 Capital Group Core Bond ETF shares in Q2 2026, an estimated $39.9K.
Capital Group Core Bond ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #405 holding.
Independent Financial Group first reported a position in Capital Group Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's Capital Group Core Bond ETF position peaked at $7.46M in Q3 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.